How do I create a plain HTML template or import my current HTML template in SuperOffice CRM?

To create a new or import a current HTML template, please follow the steps below:

1. Click on the Marketing (1) button and then on the tab Message Templates (2), All templates (3), and select the template pure HTML (4).
   
   

2. Click on the  button and then Make copy.
   
   

3. In the field Name (1) write a name for the template, then click on the Source (2) button. This will open an HTML editor, paste your template code there (3). 
   
   

4. When you are done, again click on the Source (1) button to check how your template looks visually and click OK (2) to save your template.
   
   

Note!

1. From SuperOffice 8.3 R03, you can import JSON format templates by clicking on the Import (2) button at the bottom of the Message templates (1) screen.
   
    
    
2. SuperOffice CRM offers more than 100 templates for mailing that you can download and use as a starting point or inspiration for your own mailing template that will reflect your company's branding.

 

More information:

Docs: Work with the message templates