TT – Using Stripo Email Templates with OpenCRM

Building great email templates sometimes requires a little extra help. And for this there are tools like Stripo out there. Watch this week’s Tuesday Tip to find out how you can use Stripo to create a great looking email template, add that into Open CRM, and get on with the business of sending out your emails.

The great thing about using Stripo to build the template, but then send from within Open CRM is really that you can use the best of both worlds.

Stripo helps you build beautiful email templates with a simple drag n’ drop interface. Open CRM lets you personalise them, attach documents and files automatically, set the sender’s name and address, track email opens and clicks, cc and bcc other Contacts or users, and so much more.

The combination of the two tools (and future integration—shhh!) the best way to get the most out of both of them.

For more tips on creating beautiful and powerful email templates, stay tuned to our blog and Stripo’s.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?

Video Transcript:

Hi for today’s video, I’m going to show how you can design an email template using Stripo and easily migrate this template to OpenCRM.

I’m logged into my Stripo account and here you can see a number of options –

Here’s an email template that I’ve been working on, and if I go into the templates section, you’ll find a wealth of pre-configured email templates available for you to use.

Editing a template is nice and straightforward – you have the editor down the left hand side with different components to drag and drop.

To show an example, I’m going to drop some social media icons in here – of course you can also edit the text and replace images.

Effectively you’re borrowing the pre-configured design to make the template unique to you.

Okay so we’re going back to the email template I’ve been working on.

If I click on the green export button, I get a list of options available.

The one that I want to use is the html export.

Here you can see the exported html, which I have opened in notepad.

I’m now going to add that template into my email template library.

Head over to the email template settings area and click on the new template, and I just need to paste that html that I’ve copied.

So that’s built the template in OpenCRM – the last thing I need to do is drop some click through links that I want to track and then save the template and you’re good to go.

Thank you for watching.

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