Create an Email Template

Create an Email Template

This article will explain how to create an email template for your Ecosystem Email Template Library. Email templates can be used to email your ecosystem members, send them surveys, share profiles and dashboards, and disseminate other information to your network members.

How to Create an Email Template: Step by Step Istructions

1. Log in to your PARTNER CPRM account and open your ecosystem.

2. Click "Email Templates" on the left side of the screen, within the ecosystem navigation menu.

3. In the Email Template Library that opens, click "Add" at the top of the screen.



4. On the page that opens, you can create your template by following these steps:
  1. Select a starting email template (either an intro email, invite, or reminder).
  2. Give your email template a name.
  3. Add your email subject line.
  4. Write the body text of your email template.
  5. Use variables to add personalization to your email template, like sharing a survey or profile link.
5. Click "Save" when you are done to finish creating your email template. 



When you return to your Email Template Library, you will now be able see your new Email Template listed.

To send your email templates to members of your ecosystem, you need to create a capture.

    • Related Articles

    • Using Email Template Variables

      This article will explain how to use email template variables to personalize your emails for each of your ecosystem members. How to Use Email Template Variables: Step by Step Instructions 1. Log in to your PARTNER CPRM account and open your ...

    • Delete an Email Template

      This article explains how to delete an email template from your ecosystem. WARNING: This action is irreversible. Do not delete an email template unless you are 100% certain you do not need it in the future. How to Delete an Email Template First, log ...

    • Edit an Email Template

      This article will explain how to edit an email template in your email template library. How to Edit an Email Template: Step by Step Instructions 1. Log in to your PARTNER CPRM account and open your ecosystem. 2. Click "Email Templates" on the left ...

    • Best Practices for Creating Effective and Engaging Email Templates

      Email communication is a vital tool for engaging with your network, especially when conducting surveys, sharing updates, or inviting members to participate in collaborative activities. Crafting effective and engaging email templates can significantly ...

    • Send Emails Manually

      This lesson shares instructions for manage your data capture email settings before you schedule emails to launch your survey. How to Send Emails Manually 1. Within a capture, click "Emails" in the top right navigation menu 2. Click "Manual" in the ...