Get started with Email CRM by watching our “how to” video on how to create an email.

Emails Page

On the Marketing Functions Menu, click Emails. This will take you to a list of your saved emails. If you have not yet created any emails then the list will be empty. On the drop-down menu under the main Search bar, you will see you can sort the emails by My Emails, My Group’s Emails and All Emails.

You can search for you emails using the email search bar or check the Active Only box to only show the emails that are currently active.

Email CRM: Create an Email or Newsletter

To edit a saved Email click on the title of the Email which will take you to the Email Editor.

Creating a New Email

To create a new email click on the Add Email button in the top right hand corner or your screen. This will take you to a screen where you can select from our pre-set Templates, your own Templates or a Blank Email.

Click on your selected Template to open it. You can then start to build your email design by “dragging and dropping” the sections you require in your emails. For example, you can build a newsletter by adding a series of Sections to suit your design – you’ll find a choice of formats where you can add a combination of pictures, text and headings. You can move the Sections to a new location by “dragging and dropping” where you see a black line appear.

You’ll then have something that might look a bit like this:

Email CRM: Creating and Email in the Marketing Module

Adding Images

In the Images tab you can add images to your email by either by Uploading New images or by “dragging and dropping” pictures you have already uploaded to your desired location on the layout you have created. You can resize the pictures by dragging the bottom right-hand corner of the image.

Email CRM: Create and Email and add an image

Once you have added a picture, you can edit it by clicking on it. A pop-up will appear allowing you to add Hyperlinks and Alt Text, re-size or to delete.

Email CRM: Editing an image in your email

Adding Text

To add text or a Heading click where you see “Put your text here”. A pop-up will appear where you can edit and format the text, personalise and insert web links which will be automatically tracked for clickthroughs in your Campaigns.

Email CRM: Add Text to an Email


You can personalise your emails to include any of the data you hold on your Contact’s Account in the CRM. So as well as their name you might want to include a policy/warranty number, expiry date, information on the product they have purchased and so on.

To personalise your message, Add Text, as shown in the previous section, position your cursor where you want the personalised text to appear and click on the Personalisation box, then select the criteria you require to add to your email. For example, “{contact.first}” will add the first name of your contact.

Email CRM: Personalise your emails

Adding the Colour Format

You can apply different colour schemes to your email using the Format tab. Using the drop-downs you can select the colour you want for the Email background, frame, sections and font. You can select a colour by clicking on the colour box or by adding a Hex code e.g. #4144b0. Click “choose” to apply the colour.

Email CRM: Adding a Colour Format to your Email

Add your Email CRM Details

Before you can Save your Email you will need to add some Details. On the Details tab you’ll need to give your email a Name, select a Sender Name, Sender Email address and a Subject. The Sender Name and Email Subject are what your Contact will see in their inbox.

You can Save your email to your Email List and also use it to create a new Template.

Email CRM: Add details to you email

Add Attachments

You can upload documents to your Email that will be attached when your Email is sent. Click the Add button to add a new attachment and select the document you want using the Choose File button in the pop-up. You can only add a new attachment to a new Email once you’ve saved it.

Email CRM: Attach a document to your email

Spam Score

The Email Editor includes auto Spam scoring to give an idea how likely your email is to be delivered. A value below 5 should be accepted, above 5 is likely to be considered SPAM and blocked.

Clicking on the Spam Score will bring up a report of the rules that your email has triggered. These should help if you need to try and bring the score down.

Importing HTML

You can also select to import your own HTML script to create an email. To use this function, in the Templates screen select “Import Your Own HTML”, then choose the file you wish to import from your laptop or PC. Click Upload.

Email CRM: Add your own HTML to create an email