📩 How to Create an Email or SMS Template in Ynot CRM
The Ynot CRM makes it easy to create and manage communication templates for both email and SMS. These templates can be customized, connected to specific locations, and include dynamic variables to personalize messaging.
Follow the steps below to create a new template:
🧭 Step-by-Step Instructions
1. Navigate to the Template Editor
Log into your Ynot CRM account.
Go to the last menu item titled "Com. Template" on the left-hand navigation.
This is where you can create and manage email/SMS templates and view email metrics from the dashboard.
2. Click “Create Template”
Click the blue "Create Template" button in the top-right corner of the page to begin.
3. Fill Out Template Details
Complete the form with the appropriate information:
A. Type
Choose Email or SMS depending on the type of template you want to create.
B. Location(s)
Select one or more locations where this template will be available or used.
C. Title
Enter a descriptive title for the template. This is for internal use.
4. Configure Message Fields
For Email Templates:
From: Enter the sender’s email address (or use variables like {$user_name}.
To: Leave blank to default to the prospect's email.
Subject Line: Add your email subject.
Variables can be used in any of these fields for personalization.
📌 Click the “Variables” section to expand and view the list of available variables.
For SMS Templates:
From Number: Enter the dedicated TFN (text-enabled phone number).
Use the open "Template" field to input your SMS message content.
5. Add Template Content
For Email:
Option 1: Basic Template Editor
Click “Toggle Basic Template Editor” under the Template section.
Enter your email content using basic formatting options.
Variables and links can be added to personalize the message.
Option 2: Advanced Template Builder (Only Available After Initial Save)
After completing the required fields and saving the template, return to edit mode.
You’ll now see the option to use the Advanced Template Builder.
Click “Edit on Advance Template Build” located under the Template section.
This powerful editor lets you build visually rich email templates using:
📷 Images
🎞️ Videos
🎨 Graphics and layout tools
Ideal for branded or visually engaging email campaigns.
For SMS:
Simply type the SMS message directly into the “Template” field.
6. Save Your Template
After completing all required fields and content:
Click the “Save” button at the bottom of the page.
✅ Your template is now created and ready for use!
🔁 Optional: Using Variables
Variables allow you to personalize templates (e.g., {$first_name}, {$appointment_time}, etc .
Open the “Variables” section on the template page to see the full list.
Insert variables into the Subject Line, To, From, or content areas.
🛠 Managing Templates
All created templates will be listed under the Com. Template section.
From here, you can edit, delete, or review performance metrics (for email templates).
If you need further assistance, contact your system administrator or support team.