Help · Connect (CRM)
How to make an e-mail template
Reusable e-mails with merge fields ({{first_name}} …), a preview and a test send to yourself. Every marketing mail gets an unsubscribe link and your postal address automatically.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Open Connect → Templates → New.
- Write the subject and body; insert merge fields from the list.
- Preview with a sample contact.
- Send a test to yourself, then save.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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