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Create Templates for Email Marketing

Last Updated: Jun 19, 2018 11:48AM EDT

The Email Templates menu lists all available email templates that can be sent to lists of customers. To view your available email templates, 
click “Menu --> Sales & Marketing” > “Email Templates.”

 

 
To add a new email template, click the “Add Template” button

 

 
From here, you will be able to edit the following areas of your email template:

 

  • Template Name - Enter the name of the template to be displayed when selecting templates for a campaign
  • Description - Enter a short description of the purpose of the email template
  • Sender Name - Enter what you want to display in the “From” field for your email
  • Sender Email Address - Enter the email address you want the email to be coming from. Any replies will also come to this email address
  • Email Subject - Enter the subject line for the email
  • HTML Email Pre-Header - Enter a short blurb you want to appear in the email preview pane for certain apps and email tools
  • HTML Email Body - Enter the copy for the email body. Formatting can be added using the toolbar. 

 

The body editor contains a dropdown menu with a series of Replacement Codes that will automatically fill the email with content from PestPac. To  pick replacement codes, click the "@" symbol. 

Replacement Codes available include: 

 
 
Customer Information Marketing Offer Company Info
@@CUSTOMER_STREET_ADDRESS@@ @@OFFER_NAME@@ @@EMPLOYEE_FIRST_NAME@@
@@CUSTOMER_CITY@@ @@OFFER_DESCRIPTION@@ @@EMPLOYEE_LAST_NAME@@
@@CUSTOMER_STATE@@ @@OFFER_START_DATE@@ @@EMPLOYEE_FIRST_&_LAST_NAME@@
@@CUSTOMER_ZIP@@ @@OFFER_END_DATE@@ @@EMPLOYEE_JOB_TITLE@@
@@CUSTOMER_LOCATION_CODE@@ @@OFFER_SERVICE@@ @@EMPLOYEE_EMAIL@@
@@BRANCH_STREET_ADDRESS@@ @@OFFER_PRICE@@ @@EMPLOYEE_PHONE_NUMBER@@
@@BRANCH_CITY@@ @@OFFER_DISCOUNT_AMOUNT@@ @@EMPLOYEE_BIO@@
@@BRANCH_STATE@@ @@OFFER_DISCOUNT_PERCENT@@ @@EMPLOYEE_BRANCH@@
@@BRANCH_ZIP@@ @@OFFER_PROMO_CODE@@ @@MARKETING_AREA_WEBSITE@@
@@BRANCH_EMAIL@@    
@@BRANCH_PHONE_NUMBER@@    


After your email is written, you can preview what it will look like in a recipient’s inbox by clicking “Preview”
 


You can also send a test version of the email by clicking “Send Test Email,” and entering an email address for it to be sent to.  
 

 
Click “Save” to save the template to your list of available templates. 

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