Click Dimensions QwikTip: Create a standard blank email template

I have found it very convenient to have a standard email template to use as a basis for sending out general-purpose emails.

The template can be named anything you wish, and use which ever email editor you most commonly use.  In my case, I just used the standard Block Editor:

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The default template for the Block Editor provides us with three sections.

In section one I put a salutation and a place marker for the CRM Contact’s first name. This is also where I would add any additional text.

The second section is my signature block.

The third section is the unsubscribe notice.

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To use this template I just open it and use the Click Dimensions Clone feature, change the name and subject of the newly cloned template, then complete the contents of section one to represent whatever topic I’m writing about.

This saves you more time than you think and having the various sections prevents the inadvertent  formatting issues that sometimes arise when creating an HTML-based email.

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» Webinar Campaigns with Click Dimensions Rock My Dynamics CRM - May 12, 2015 Reply

[…] I have a standard blank email template that I just clone and insert the information into. I talk about this process in this article. […]

Webinar Campaigns with Click Dimensions - Microsoft Dynamics CRM Community - June 3, 2015 Reply

[…] I have a standard blank email template that I just clone and insert the information into. I talk about this process in this article. […]

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