Creating/Editing Email Templates

Creating/Editing Email Templates

Introduction

This article will show you how to create and edit email templates in BluMortgage. 
If you have any questions about this article, reach out to support@bluroot.ca

Every company wants their own brand image and identity, and we understand that! In BluMortgage we give you the ability to not only change our existing pre-built email templates, but to also build your own. Here are the steps on how to do this:

  1. Access Setup: Log in to your Blue Mortgage account and click on the gear icon (⚙️) to access the setup page.

  1. Navigate to Templates: In the setup page, click on "Templates" to manage your email templates.

  1. Create New Template: To create a new email template, click the "New Template" button.

  1. Select Module: Choose a module based on the type of information you want to include in the template. 

  1. Choose Layout: Pick a layout for your email template. You can select from different designs, including campaign-style, designed templates, or plain text.

  1. Compose Content: In the selected layout, compose the email content. You can add images, links and use dynamic fields called Merge Tags  (e.g., #FirstName) to personalize the template with borrower-specific information.

  1. Set Name and Subject: Provide a name for the template and set the subject line that clients will see.

  1. Save and Organize: Save the template and choose a folder for organization.





Note for a more step by step approach please go to this link from Zoho: https://help.zoho.com/portal/en/kb/articles/email-templates