How to design email templates & send to your subscribers?

Follow this clear step-by-step process to design email templates and send them to your subscribers in TheraSaaS:

1. Designing an Email Template

1. Log in to TheraSaaS: Access your account with your credentials.

2. Navigate to Templates:

   • Go to the Marketing tab.

   • Click on Templates under the Campaigns & Templates section.

3. Start a New Template:

   • Click New Template to create a new email template.

   • If you have a branded newsletter template in your account, you can start from that. If not, reach out to support to get one.

4. Add Elements to Your Template:

   • Use the left-side panel to drag and drop different elements like text, images, buttons, social media links, and more.

   • Choose between single or double column layouts for better formatting. Single column layouts are generally easier to read.

5. Customizing Content:

   • Add a logo: Upload it from the media library. If the image looks distorted, resize it by dragging the corners.

   • Insert Text: Add a text box for your introduction, body content, and signature.

   • Use Custom Fields: To personalize the email (e.g., with the recipient’s first name), click the custom field button and select Contact > First Name. This automatically pulls the contact's name from your CRM when sending.

   • Add Images & Videos: Drag and drop image or video modules, and include helpful resources like YouTube links if needed.

6. Save Sections for Reuse:

   • You can save specific sections of your template (e.g., intro paragraph or team updates) by clicking Save Element. Name it (e.g., "Intro with Logo") and it will be available for reuse.

7. Preview and Test:

   • Always send a test email to yourself to ensure everything looks correct.

   • Click all the links to verify they are working before sending.

2. Sending a Campaign Using Your Template

1. Create a New Campaign:

   • Go to Campaigns under the Marketing tab.

   • Click New Campaign and select the template you just created (e.g., Branded Newsletter Template).

2. Name Your Campaign:

   • Give your campaign a name, like "February 2024 Newsletter."

3. Customize the Template for the Campaign:

   • Update the content specific to the campaign (e.g., change the intro, call to action, or special offers).

   • Ensure that all links and images are updated appropriately.

   • Important: Always send a test email after any changes.

4. Schedule or Send Immediately:

   • You can send the campaign right away or schedule it for a future time and date.

   • To send immediately, click Send Now.

   • To schedule, choose a date and time using the scheduling option.

5. Set the Sending Information:

   • Enter the From Name and Email Address.

   • Set the Subject Line and optional Preview Text that will appear in your subscribers' inboxes.

6. Select Your Audience:

   • You can send the email to All Contacts, a Smart List, or contacts with a specific tag.

   • Click on the desired contact list (e.g., General Newsletter or Referral Sources).

7. Send Your Campaign:

   • After selecting the audience, hit Send or Schedule.

Once the campaign is sent or scheduled, it will appear in the Campaigns section, and your subscribers will receive the email.

Key Features:

• Custom Fields: Personalize emails with recipient-specific details, like names, by using custom fields.

• Element Saving: Save sections of your template for easy reuse in future emails.

• Testing: Always test your emails to ensure everything displays and functions correctly before sending them to your subscribers.

With this process, you can easily design and send professional emails and newsletters to your subscribers in TheraSaaS.