Overview

Creating HTML Email Templates allows for complete customization and control over email design, ensuring effective communication.

• Custom Design: Build emails tailored to your brand and messaging.

• Flexible Layouts: Use HTML to structure and style emails as needed.

• Enhanced Engagement: Incorporate interactivity for better recipient experience.

This ensures visually appealing and well-structured email templates for effective outreach.

Step-by-Step Guide to Create an HTML Template for Email

1. Accessing the Template Manager

1. Navigate to Template Manager in Meritto CRM.

2. Click on Manage Communication Templates from the left navigation menu.

2. Creating a New Template

1. Click on Create Template at the top-right corner.

2. Select Email as the template type. This will be recorded in your template records.

3. Fill in the required details:

• Template Name: Assign a name for easy identification.

• Template Applicable For: Select the category where the template will be used (e.g., Leads, Applications, Widgets, etc.). Note: This field is non-editable once selected.

• Nature of Template: Choose Promotional or Transactional, depending on usage.

• Subject: Enter the subject line of the email.

4. (Optional) Attach files by clicking Choose Files (Max file size: 5MB).

5. Select users who can access and edit the template under Select User. Ensure you have added yourself or relevant users to avoid access issues.

6. Click Save and Next to proceed.

3. Writing the HTML Email Template

1. Click on Code Your Own on the top-right corner.

2. Click on Source to open the HTML editor.

3. Write or paste your HTML code in the editor.

4. Click Source again to preview the email template.
   

For e.g. you want to insert a table:

<style>

    table {

      width: 100%;

      border-collapse: collapse;

      margin: 20px 0;

      font-size: 16px;

      text-align: left;

    }

    th, td {

      border: 1px solid #ddd;

      padding: 10px;

    }

    th {

      background-color: #f4f4f4;

    }

    tr:nth-child(even) {

      background-color: #f9f9f9;

    }

  </style>

4. Saving & Publishing

• Once satisfied with the email template, click Save or Publish to finalize the template.

Points to Keep in Mind

• Ensure your HTML code is well-structured and mobile-responsive.

• Attachments should not exceed the 5MB limit.

• Assign access permissions to relevant users to avoid editing restrictions.

• Use Preview before publishing to check for formatting issues.

Conclusion

Creating an HTML email template in Meritto enables you to craft visually appealing, structured, and brand-aligned emails with complete customization. This process ensures consistency, enhances engagement, and improves communication efficiency. By following these steps, you can create professional email templates that cater to your specific outreach needs, making your email campaigns more effective and impactful.