crm3

Selecting Add New Template on the Campaign Creator screen allows you to configure Campaigns within CRM3® using the Template Editor, illustrated below. Follow the steps below to create a new Campaign within CRM3®.

1. Select a Project Space with which to associate the new Campaign from the Select Project Space list to display the Campaign Template screen.
2. Click Add New Template to display the Template Editor, as shown in the following illustration.
3. Enter a name for the new Campaign Template in the Template Name text field.
4. Enter the name of the individual who will be sending the Campaign Email in the Sender Name text field.
5. Enter the Email Address for the individual who will be sending the Campaign Email in the Sender Address text field.
6. Enter the Reply-To Name for the individual who will be monitoring the responses to the Campaign Email in the Reply-To Name text field.
7. Enter the Reply-To Email Address for the individual who will be monitoring the Campaign Email in the Replay-To Address text field.
8. Enter a subject line for the Campaign Email in the Subject text field.
9. In the Import Content portion of the screen, select whether to use an HTML or URL Template and then click Select Template. The screen expands to display a number of ready-to-use Templates, as shown in the following illustration.
10. You can either choose one by clicking Select Template or click Close Template Chooser if you don’t want to make use of a Template.If you choose Select Template, the Preview Template screen is displayed:
11. Click OK to return to the Add New Template screen with the Template displayed within the word processor on the screen, as shown in the following illustration.
12. The following formatting options are available from left to right on the menu bar: View the HTML source; make text Bold, Italic, Underscore or Strike-Through; align text Left, Center or Right; create a Bulleted List or a Numbered List; select a specific Font; adjust the Size of the text; change the Color of highlighted text, change the Background Color of the Note; add a Link, remove a Link; paste as Plain Text, paste from Word; Insert Image.
13. Click Source to view the HTML source, if desired.
14. If you wish to edit the HTML of your message in another editor, or offline (not in CRM3®), you can click Copy HTML to Plaintext Alternative to copy the HTML version of the message to the Windows Clipboard as a Plaintext Alternative version, if necessary. You will lose all of the formatting contained within the HTML version.
15. Click Edit HTML Message make edits to the HTML version of the message. This ‘view’ of the message is selected by default.
16. Click Edit Plaintext Alternative to make edits to the Plaintext Alternative version of the message.
17. Click Apply Changes to save your changes and remain within the Template Editor or click Save to save your changes and close the Template Editor.
18. Click Cancel to exit the Template Editor without creating the new Campaign Template.