Organize your HTML templates and media (Images)

Follow

In the CRM360 campaign tool, you can manage a library of:

  • Creation of e-mails in HTML format
  • Media: images (jpg, png, gif), PDF files

To do this, you should go to the "Templates" section once connected to the campaign tool.

 

template_CRM360.png

 

The template manager is nothing more than a file explorer in which you can :

  • Navigate from directory to directory (NB: a directory is named "Category")
  • Create / Delete categories (ATTENTION: only categories without subdirectories can be deleted)
  • Upload files (images, HTML or PDF)
  • Delete a single file in a category

template_CRM360__1.png

 

All files uploaded to the template manager will be accessible by all users in your zone.

ATTENTION, you cannot upload image or PDF files larger than 2 MB.

Have more questions? Submit a request