FluentCRM Email Templates


Using FluentCRM email templates offers numerous advantages that can streamline your email marketing efforts and enhance the effectiveness of your campaigns. Email templates offer a range of benefits, from saving time and ensuring consistency to enhancing personalization and improving the overall quality of your email marketing campaigns. By leveraging these templates, you can create engaging, effective, and visually appealing emails that resonate with your audience and drive desired actions.

  • Consistency: Email templates ensure that your brand’s messaging remains consistent across all your email communications. This consistency helps build trust and recognition among your subscribers, reinforcing your brand identity.
  • Time Efficiency: Creating emails from scratch every time can be time-consuming. With FluentCRM email templates, you can design reusable layouts, saving you time and effort in designing and formatting emails repeatedly.
  • Effortless Campaign Creation: When you have a library of email templates, creating new email campaigns becomes a breeze. You can choose a template that suits your campaign’s goals and customize it accordingly, speeding up the campaign creation process.
  • Error Reduction: By using templates, you reduce the risk of making formatting or design errors that could negatively impact your email’s presentation or functionality. Templates provide a standardized framework that helps minimize mistakes.
  • Easy Reuse: If you have successful email designs, you can easily reuse them for future campaigns or updates. This allows you to leverage what has worked well in the past and build upon your successes.

Step-by-Step Guide to Creating Email Templates

Step 1: Access FluentCRM Dashboard

  1. Hover over “FluentCRM” in the left-hand sidebar.
  2. Click on “Email Templates” in the popup menu.

Step 2: Create New Email Template

  1. Click “Create New Template” button located in the top right corner.

Step 3: Give the Template a Name

  1. Add “Template Title” – give the template a descriptive name. This name will be used internally and won’t be visible to email recipients.
  2. Add “Email Subject” and “Email Pre-Header.

Step 4: Design the Template

  1. Choose a “Template Layout” – Start From Scratch: with Simple Boxed, Plain Centered, Plain Left, Raw HTML, or Start with the Visual Builder.
  2. Customize Content: Click on the elements within the template to customize them. You can edit text, change images, adjust font styles, and more.
  3. Personalization: FluentCRM offers personalization tags, so you can dynamically add subscriber details like their name or email using merge tags.
  4. Add Dynamic Content: FluentCRM also allows you to add dynamic content based on subscriber behavior or custom field values.

Step 5: Save the Template

  • Once you are satisfied with the design and settings, click “Create Template” button at the top right.
  • Next, you have two options: “Save Template” or “Send a test email.”
  • If you want to send a test email, select this option first to receive a test email to review.
  • If satisfied, click “Save Template.” If not, make changes/edits to the template.
  • Repeat the process until completely satisfied and click “Save Template.”

Congratulations! You’ve successfully created a new email template in FluentCRM. You can now use this template while creating new email campaigns or when sending individual emails to your subscribers. This will save you time and maintain consistency across your email communications.