Tips for Becoming a Sage CRM e-Marketing Expert


This is a continuation of my article How To Become A Sage CRM E-Marketing Expert. If you are new to E-marketing, please take a look at part one before continuing.

Editing Templates

Editing mode looks slightly different depending on which template you choose. For this article, I am editing the Advanced_Event Invitation Gala template I pulled from the Global Templates tab. When you pull up the template in Edit mode, you should see a header like the image below.

Your editing options appear similar to Microsoft Word and act in the same manner. Simply highlight the text you want to change and start typing. The options in the header allow you to change font, color, size, etc. Once you have the text properly formatted in your message, it’s time to insert images.

Uploading Images

If you are editing an E-marketing template and want to add your own image, such as a company logo, you need to upload the image first. From the Sage E-Marketing for Sage CRM Template Manager screen click on Manage Images.

Inside Manage Image Library, click on Browse… next to the Upload Images box and select the file from your PC to upload. Click Upload and your image will appear in the Image Library on the bottom of the screen. If need to fix up your image before adding it to your template, highlight the image name and click the Crop button to resize.

Loading Images On Your Template

When you’re in Edit mode and ready to insert your image, click the space on the template you want  it to appear. Right click and choose Insert > Image. This will take you to the Insert Image Screen to choose the image you want on your template. Highlight the image and make any additional size adjustments you need before clicking Insert. If your image appears too large or misplaced on the template, try adjusting the size or moving the image around the template until you are satisfied with its placement.

Saving Your Template

When you are ready to save your template, click Save at the top left corner of the screen. This will place your template in a preview-only mode. Before you can finish saving, scroll to the bottom of the screen and hit the Click here to Verify button to confirm your footer is aligned properly. If it’s not, use the Left, Center or Right buttons to adjust.

If you are completely done editing your template and want to send a test email, click Save As at the top of the screen. This will prompt you to overwrite an existing file or rename the template. It’s best practice to add “test copy” to the file name and hit continue. You need to do this in order to have a copy of your template in case any changes have to be made after you send your test email.

Sending A Test Email

You should send a test email to yourself to preview what your recipients will see when your campaign goes live. In order to do this, save your template as Read-Only. Use the test copy you created instead of the original in case you need to make additional edits later. On the Sage E-Marketing for Sage CRM Template Manager Page, highlight the test copy under Select a Local Template and click the Make Read-Only button on the right-side of the screen. Once your template is Read-Only, you can’t make any changes so double-check you are using the test copy.

Once the test copy is saved as read-only it will appear red under Select Local Template. Highlight it and click the Send Test Email button on the right-side of the screen. You will be prompted to give the email a subject line and your email will auto fill the Send Test Email To field, click Send. The test email should arrive in a few minutes. If your template looks perfect, you are done. If not, go back and re-edit the original template and repeat the test email process.

Next, I will cover how to set up your Sage CRM Email campaign and blast it to your audience.