All about Advanced Template Editor

All about Advanced Template Editor

Overview

The Advanced Template Editor in Meritto CRM is a powerful tool designed to help you create and customize communication templates effortlessly. It simplifies the process of designing engaging and professional templates for email, SMS, WhatsApp, and notifications, enabling you to communicate effectively with their prospects.

Core Functionalities

How to Use the Advanced Template Editor?

To create a new template using the Advanced Template Editor, follow these steps:

  1. Click on the Main Menu and navigate to Template Manager.

  2. Select Manage Communication Templates.

  3. On the new page, click on Create Template at the top right corner.

  4. Choose the type of template you want to create from the available options:

  5. Fill in the template details and begin customizing your communication.

If you can't see the new Template Editor feature, please feel free to drop a ticket at ticket@meritto.com
.

Types of Template Editors

The Advanced Template Editor provides different ways to create and modify templates:

  • Drag & Drop Editor: A user-friendly interface that allows you to design templates using prebuilt blocks.

  • HTML Editor: Enables you with coding knowledge to create fully customized email templates.

  • Text-Based Editor: Simplifies SMS, WhatsApp, and notification template creation.

Benefits of the Advanced Template Editor

  • Ease of Use: Allows non-technical users to create templates with minimal effort.

  • Customization: Supports both drag & drop and HTML-based modifications.

  • Multi-Channel Support: Enables template creation for emails, SMS, WhatsApp, and notifications.

  • Faster Communication: Helps you to quickly design and deploy communication campaigns.

Special Business Use Cases

  • Admissions & Enrollment: Design personalized templates for admission confirmations and interview invites.

  • Marketing Campaigns: Create promotional emailers and WhatsApp messages for lead engagement.

  • Payment & Reminder Notifications: Set up automated payment reminders and important announcements.

Conclusion

The Advanced Template Editor in Meritto CRM provides you with a seamless and efficient way to create communication templates across multiple channels. With its user-friendly interface and advanced customization options, you can design engaging and professional templates with ease.



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