Alpha Lead Support

Welcome To Alphaleads Support Portal!

Please watch the videos, look through the articles or use a support option below.

Building Emails

Email Template

In this section, you will get a detailed walk-through of all the features available in your CRM to create your email template.

This is the homepage of your email template. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.

 

Email template overview

Email template overview

 

Email Template List

Once you start creating email templates, they will be organized into a list like this. This list will be sorted by ‘Activity’, showing the most recently edited email template at the top of the list.

 

Email template list

 

Email template list

Preview

You can preview your already created templates here.

 

Preview template

Preview template

 

 

Editing Email Templates

To edit an already created email template, simply click this button and you will be taken to the email builder where you can edit and save your template.

 

Click to edit email template

Click to edit email template

 

 

Duplicating Email Templates

In order to save time, you can simply duplicate already created email templates. That way, you won’t need to rebuild every element in the email such as the logos and signature, you would only need to edit the sections that need to change.

 

Click to duplicate the email template

Click to duplicate the email template

 

More Email Action Buttons

When you click the ‘Actions’ button, you will be presented with a list of other actions that you can perform to any given email template such as;

  • Previewing the template in a web browser

  • Sharing the email across other locations in your CRM.

  • Moving that template to a folder

  • Email statistics

  • Archiving the template

  • Deleting the email template.

Action menu

Action menu

 

Active/Archive Filter

You can filter from the list by selecting to view either active campaigns or archive the ones.

 

Filter by active or archive templates

Filter by active or archive templates

 

Email Template Search Bar

If you have a long list of email templates and you want to find a specific one to edit or manage, you can simply use the search bar and start typing the name of the email template!

 

Search your template here

Search your template here

 

Creating Folders

If you want better organization, creating folders is the way to go! You can keep email templates in specific folders related to marketing campaigns, product/service-specific emails, and more! Just click this button and name your folder to start!

 

Click to create folder

Click to create folder

 

 

Name the folder

Name the folder

 

Creating New Email Templates

When you are ready to create a new email template, simply click this button. You can decide to either;

 

  • Create from Existing Campaign

  • Choose from Gallery

Choose from a world of templates

  • Blank Template

Design a new blank email from scratch

  • Import Email

Import Email from an external source

Create email template

Create email template

 

Create from Existing Campaign

This allows you to pick an email template from an existing campaign that has been sent or scheduled. All you have to do is duplicate the template and edit it to fit the new messaging.

 

Search Box

Here you can click on the search box to select an email campaign.

 

Create from existing campaign

Create from existing campaign

 

Open Template Builder When Done

If you want to edit the template you duplicated email template, you can toggle this on which will enable you to access the template builder or you can as well turn it off if you don’t want to edit.

 

Toggle on to enable edits of the duplicated template

Toggle on to enable edits of the duplicated template

 

Choose from Gallery

This allows you to choose from a wide range of templates aka “Template World”.​

 

Choose from gallery

Choose from gallery

 

Blank Template

Using a blank template allows you to create your email template from scratch especially when you want to customize a template

 

Choose blank template to edit from scratch

Choose blank template to edit from scratch


Select Your Editing Experience

Choose to build using our visual drag-and-drop design editor or powerful code editor

 

Design Editor

 

Edit your template here

Edit your template here

 

When you choose the “Design Editor”, it allows you to drag and drop the elements into the workspace.


Code Editor

This is what the coding looks like when creating a template using “Coding Editor”

 

Code editor page

Code editor page

Import Email

You can import your email from an external source like Mailchimp or Active Campaign.

 

Import From

Import from Mailchimp

Import from Mailchimp

Here you can click on the search box to select the external sources available. For instance, Mailchimp;

How to import an email from Mailchimp:

  1. In Mailchimp, navigate to the Campaign you’d like to import

  2. Click the Dropdown after the action of Edit/View Report > View Email then copy the campaign URL

  3. Paste the copied URL into the URL field below

Note: Only Campaigns are able to be imported. If you’d like to import a MailChimp Template, you must first convert it to a Campaign.

 

Click to copy the campaign URL

Click to copy the campaign URL

 

URL

You can copy the URL to a campaign here

 

NOTE: This will create the code editor-based HTML-type email template

 

 

Paste the copied URL here

Paste the copied URL here

 

Open Template Builder When Done

If you want to edit the template you are importing, you can toggle this on which will enable you to access the template builder or you can as well turn it off if you don’t want to edit.

 

Toggle on to enable edits of the duplicated template

Toggle on to enable edits of the duplicated template

 

How to import Email Template(s) from Active Campaign

In order to import an email template from Active Campaign, please log in to your Active Campaign account.

  1. Click “Campaigns” > “Campaign Templates” on the left menu.

  2. The Manage Templates page will load and list your custom templates. Locate the template you want to share.

  3. Hover your mouse over the template and click the gear icon that appears.

  4. Click the “Share” option.

  1. A “Share this template” modal will appear and display your share link. Click the link icon to copy the link.

  2. Click the “X” to close the window.

Import from Active campaign

Import from Active campaign

 

  1. Copy and paste the URL for Active Campaign – Campaign Template/ Campaign

  2. Check the preview of the Active Campaign Campaign

  3. Click Create Template to Import the Active Campaign Email

Paste the copied URL here

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