What is this? | Why is it Important? |
CareTrax has a powerful built-in feature called Email Templates. There are several already there, but you can design them from scratch, or modify one of over 20 already designed templates - for any occasion: Informational, Announcements, Newsletters, etc. | Email Templates allow you to send (or schedule) emails directly to patients, leads and doctors using pre-built and graphically oriented email templates. This saves time, allows you to do mass-email blast-outs, and also to customize your emails to include images, attachments and even embedded videos. |
Step | Description | Screenshots |
1. Create a new Template | Communicating with customers is an important activity in any busy clinic. Caretrax CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email notifications to the Caretrax users. There are three ways in which you can create an Email Template: 1. Go to Setup > Customization > Templates > Email. 2. Click + New Template. 3. Select the module for which the Email template has to be created from the drop-down list and click Next for the Template Gallery page.<image> All you have to do is drag and drop components onto the template to create it. After clicking on the + New Template, Choose Blank template from the template gallery.
3. Select the module for which the Email template has to be created from the drop-down list and click Next for the Template Gallery page.<image> All you have to do is drag and drop components onto the template to create it. After clicking on the + New Template, Choose Blank template from the template gallery. All you have to do is drag and drop components onto the template to create it. After clicking on the + New Template, Choose Blank template from the template gallery.
To create a new template
|
|
2 Choose a Predesigned Template | Choose a Predesigned Template To make the creation of templates easier, predesigned templates are provided in the template gallery. You can choose any template from the list and customize it using the drag and drop editor. You can preview the template before selecting it. | |
3 Inserting HTML |
Sample Email Template Below is a sample email template that shows how the merge fields retrieve relevant data: Dear ${Leads.Salutation} ${Leads.First Name} ${Leads.Last Name}, Thank you for your interest in Zoho CRM. We welcome your suggestions and comments in improving the product further. Sincerely, ${User.First Name} Note
| |
4 Organize Email Templates | Organize your email templates by sorting them into folders. Preview your email templates before you save them and also view template analytics to see which ones have had better reach. Preview Email Templates You can view the preview the analytics of the template on the list page itself, making it easier for you to view one template after another. With this, you can get an idea of how the template looks and how well it is performing, helping you to decide if any improvements have to be made. At times you may want to delete templates that are not used much, templates that underperform and junk templates. You can delete a template by selecting it and clicking on the Delete button. You can move a template from one folder to another. This will be helpful in instances where you have to share a few templates with someone. This can be done by selecting it, clicking on the Move to Folder button and choosing the appropriate folder from the drop-down list. You can also create a new folder and move it there. | |
5 View Template Analytics | With template analysis you can get to know about the performance of each template. Whenever changes are made to the template, it is considered as a new version of the template. This lets you analyse how each version of the template has performed and gives you an idea of how well the implemented changes have been accepted. Know more.
Sorting makes it easier for you to access the templates that you need, by bringing them to the top of the list. For example, you can sort the templates in such a way that the most used templates appear at the top of the list. In Caretrax CRM you cannot only sort templates, you can also search for templates.
| |
6 Clone Email Templates | At times, there might be slight changes that have to be made to the content of an existing template, before sending them to a customer. Rather than having to create a whole new template from scratch, you can clone the old template, make the necessary changes and send it. To clone a template, select the template and click the clone button that appears on the preview section of the template. | |
7 Marking Favorites | You may have templates you frequently use and might want those to appear at the top of the list at places where you select templates. For this purpose you have the option of setting templates as favourite by clicking on the star that appears before the template name. | |
8 Associated Templates | At times some templates will be associated with other Caretrax functions like Workflow, Case Escalation, Macro etc. In these instances, you can view the functions with which the template is associated by clicking on the button that appears at the end of the template details. You cannot delete a template that is associated with other functions directly. Incase you want to delete it, you have to remove the template from all the places it is associated and then delete it. | |
9 Working With Template Folders | With template folders you can group similar templates together. When you have a large number of templates, searching for them can become exhausting. By grouping similar templates together, you can easily access them in a single place.
By creating a new folder, you can categorize the templates by adding similar templates to the folder. You can create a folder only when you want to save a template or move templates from one folder to another.
Note
You can share template folders with other users when needed. When you want to share only specific templates, you can add them to a folder and share them. This might be helpful in cases where the user does not have permission to create templates, but has to send them to customers.
| |
10. Using Email Templates | There are ten instances in which you can make use of the email template. They are:
You can view a list of all the available email templates before sending them, in all the ten features. If you want, you can also mark a template as favorite from the list that appears. You can also choose to view a preview of the template that you need before sending it. You get a consolidated view of the template analytics here. The percentage of Open rate, Click Rate and Bounce Rate for the different versions of the template are represented in the form of a chart. | |