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.

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