The following steps will help you to create an email template from scratch.


Create a Template 

  1. Click the Templates icon located on the Home Page
  2. Create a Template
  3. Add Template Name
  4. Template Name should be "EMAIL-(Description including target audience)"
    1. Add Subject
    2. Add Email Body
  5. Merge codes and hyperlinks will transfer over from the cloned email, if you need to use additional merge codes, you can do so by copying and pasting from the merge codes at the bottom of the email body.
  6. If copying and pasting copy into the body use control+shift+v (this will past only the text and not the formatting)
  7. Use the font styles and font size buttons on the tool bar to adjust fonts
  8. To add an image, click on the picture on the tool bar and upload desired files. You can adjust the image size here as well.
  9. When you select the image and determine the size, click the “lock” image next to the size.This ensures the image is properly sized.
  10. To add a hyperlink, highlight the desired image click on the “link” image on the toolbar and cut and paste the desired link in the box and click “ok”
  11. Select your club in “Your Locations” box below
  12. Save
  13. Create in campaign (*see Create a Campaign below)


Once you have created your email, you then need to put it into a campaign. These are the steps for creating a campaign with an email template.



Create a Campaign

  1. Click the Campaigns icon located on the Home Page
  2. Create a Campaign
    • Set Up 
      • Add Campaign Title-(Same as Template)
      • Choose Group Audience/Club Location(s)
    • Audience
      • Select Lead Status (DRIP ONLY)
      • If send a Bulk Send/Blast DO NOT select a Lead Status
    • Content
      • Choose Type
      • Delay/Send Date 0 (That's a zero--this means send right away for bulk. As opposed to send after "1" day, or "2" days, etc. for drip or delayed send)
      • Choose Template-(Same as Title)
      • Save
  3. SEND A TEST TO YOURSELF BEFORE BULK SENDING