How to Style Your Emails in the CRM

Styling your emails is an essential step to make them look professional, engaging, and visually appealing. With the CRM's built-in Email Builder, you can customize every aspect of your emails using an intuitive drag-and-drop interface and a wide range of styling options. Follow these detailed steps to style your emails effectively:

Step 1: Open the CRM

  • Navigate to the left-hand side menu of your dashboard.
  • Click on the CRM option to access your customer relationship management tools.
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Step 2: Go to the Emails Section

  • Inside the CRM, locate and click on the "Emails" tab.
  • This will open your email dashboard, where you can view, create, and manage all your email campaigns.
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Step 3: Select the Email You Want to Style

  • From the list of existing emails, locate the email you wish to edit.
  • On the far right side of the email name, click on the Edit icon (pencil symbol).
  • This will open the Email Builder.
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Step 4: Access the Email Builder

  • Once the Email Builder opens, you can see the email that you created previously and you can see the changes that you want to make in your email.
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Step 5: Customize the Email Style

  • On the top-left corner of the Email Builder, click on the “Style” tab.
  • Here, you’ll find various tools to design your email exactly how you want, such as:
    • Spacing & Padding → Adjust the gaps between elements.
    • Sizing → Set the width and height of your email sections.
    • Background → Add colors, gradients, or custom backgrounds.
    • Borders & Shadows → Make sections stand out with elegant designs.
    • Margins → Control the spacing around each element for a neat layout.

Step 6: Add & Arrange Elements Using Drag & Drop

  • From the horizontal menu at the top, you can easily drag and drop different elements into your email, including:
    • Headers – Create attention-grabbing titles.
    • Text Content – Add descriptive or promotional content.
    • Images – Showcase products, banners, or branding.
    • Links & Buttons – Drive readers to landing pages or offers.
  • Arrange these elements creatively to build a visually appealing and professional email layout.

Step 7: Save Your Changes

  • Once you are happy with your design, click on the “Save & Exit” button.
  • Your styled email will now be updated and ready to send.

Pro Tips for Professional Email Styling

  • Keep it clean → Avoid overcrowding your email with too many elements.
  • Maintain brand consistency → Use your brand’s colors, fonts, and imagery.
  • Mobile-friendly design → Preview your email for both desktop and mobile views.
  • Highlight CTAs → Use clear, eye-catching buttons to drive action.