Hi all. The knowledge base articles around implementing custom emails are pretty clear, but are thin on detail about how to create the template for these custom mails. I know that I need an html editor, but which one is best and how does that process work? Can I create the email and then save the html code to import into the custom email section of GuideCX? Can someone help me with this?
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Updating the article now, but here’s a video in the meantime!
TL;DR
- Download the email template first so you can play off that
- Use a free HTML online editor like this one
- Make your customizations
- Save the new email template (make sure it’s a .html file)
- I use Text Editor (free on mac)
- Upload the new email template!
- Sit back and enjoy the new email template! (Don’t forget to conduct a few tests to ensure it’s working as expected!)
Great. Thanks so much for this guide. I’ll give it a try.
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