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1. Log in to the CRM

• Open the CRM system in your browser.
• Enter your username and password.
• Click on the Login button to access the dashboard.

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2. Navigate to the Email Section

• On the left sidebar, click on the Hamburger Menu.
• Select Marketing from the list of options.
• Click on Email to open the Email Management page.

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3. Understanding the Email Management Page

• The Email page consists of two main sections:
  • Templates: Displays all pre-created email templates.
  • Logs: Shows the history of sent emails.
• There is also an Add Email Template button to create a new template.

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4. Create a New Email Template

• Click on the Add Email Template button.
• The Template Editor page will open.

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4.1 Fill in the Template Details

• Template Name: Enter a descriptive name for the template.
• Subject: Type the subject line of the email.
• Message: Customize the message content according to your needs.

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4.2 Use Pre-Created Elements (Optional)

• On the right panel, you will find three sections:
  • Content: Allows adding text, images, or links.
  • Blocks: Drag and drop design elements like buttons or dividers.
  • Body Templates: Utilize pre-made templates for quick setup.

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5. Save the Email Template

• Once the template is fully designed, click on the Save button.
• Your template will be saved and ready to use.

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6. Manage Saved Templates

• Return to the main Email Template page.
• You will see the newly created template in the list.

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6.1 Template Actions

• Next to each template, click on the Three Dots (⋮) to access more options:
  • Edit: Modify the template content.
  • Delete: Remove the template.
  • Details: View detailed information about the template.
  • Send: Send an email using the template, This functionality is under Details.

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7. Send an Email Using a Template

• Click on Details next to the desired template.
• Review the template content.
• If necessary, click the Edit icon to make changes.
• Otherwise, click the Send button to proceed.

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7.1 Select Recipients and Send

• Apply the required filters to choose the target audience.
• Double-check the number of recipients to avoid errors.
• Tick the Consent Checkbox to comply with data policies.
• Click on the Send Email button.

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8. Confirmation

• After sending, a success message will appear confirming that the emails have been sent.
• You can check the Logs section for a detailed status of sent emails.

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9. Logs Page Details

• To check sent and delivered email logs, click on the Logs button.
• The Logs page will open, displaying two sections:
  • Incoming Logs: Shows the logs of received emails.
  • Delivered Logs: Displays the logs of successfully sent emails.