Rave's CRM Templates sub-tab is where you can create and manage your CRM client email and custom client export templates. 



Email Templates


The Email Templates screen displays all your saved client email templates.  Your list of 'Send welcome email' templates to choose from when inviting a client to access their enquiry and/or project, and your list of 'Reset password' templates to choose from when resetting a client's login password - both options available from your client's profile screen.

You can create a new welcome email or password reset email by clicking the '+ Email Template' button located at the top right of your screen.  You can search by a name keyword, and filter the list by client welcome email, or client reset password email.  While the action icons to the right allow you to do the following actions with your templates:

  • The eyeball icon - allows you to preview the template i.e. how the email looks when the client receives it 
  • The pencil edit icon - allows you to edit your template i.e. change the template name, type, email subject line, and body of the email with formatting options
  • And finally, the red Trashcan icon - allows you to delete your email template






Export Templates


The Export Templates screen is where you can create and save client export lists and templates, and it also displays all of your saved CRM custom export templates.  From this list page

  • The pencil edit icon - allows you to edit your template i.e. change the template name, CSV column selections, and their order 
  • The red Trashcan icon - allows you to delete your custom export template




How to Create a New Client/Enquiry Custom Export Template


To create a new custom export template, click the '+ Export Template' button to the top right of your screen, type in a name for this template, e.g. Source of Lead types. Then select Create.  This will open the Custom Export Template Screen.

You can now start selecting which fields you would like to include in your custom export. All fields on the client and enquiry are selectable, and you can order the export columns as needed.  


Note: You can use the 'Select All' icon to add all the choices to your export and then unselect the ones you don't need before selecting 'Add'.


Once you have added all your selections, you can still edit the template name, delete items using the delete button, choose a different item by selecting 'Edit', and replace the existing choice or use the = icons to the left to click and drag / reorder your choices.








Using Custom Export Templates


You need to navigate back to the CRM screen to use your custom export templates.  Then, clicking the Export button, you can select the System Standard option (which is just what's on this page) or one of the custom templates you have just created/edited.


For a more in depth look at using Custom Export Templates - check out our CRM Leads & Client List Upload + Export FAQ for assistance.