Email & campaign design
Email template creation, personalization, and design tools.
By Michelle and 1 other2 authors19 articles
- Administrative email setupLearn how to create new administrative emails, edit existing templates, and understand each supported system email type.
- Understand, configure and manage transactional emailsIn this article, we will cover how the CRM automatically sends transactional emails based on reservation activity, and how to configure email templates, rules, and timing to control which guestsâŚ
- Understand personalization tagsIn this article, we cover how to use personalization tags in CRM email templates to dynamically insert guest, reservation, loyalty, and system data.
- Resending transactional emailsIn this article we will cover how to view and resend transactional emails within the SHR CRM, CRS Voice Application, and CRS Booking Engine.
- Setup and configuration of email templatesThis article covers everything needed to set up and configure an email, from creation through to activation.
- Navigate the video content block in the template designerThis article will cover the video content block in the template designer, including how to add a video, configure the video URL, and customize the play icon.
- Add and configure a divider in the template designerLearn how to add a divider block in the template designer, and how to customise its appearance, spacing, and display conditions.
- Email design and cross-client rendering best practicesUnderstand why emails render differently across clients and how to produce emails in SHR CRM that display consistently across Gmail, Outlook, Apple Mail, and mobile devices.
- Segment filter reference guideComplete reference for creating and managing segments in the SHR CRM, including all available filter fields, operators, date modes, and common filtering scenarios.
- Add and configure columns in the template designerAdd rows with one or more columns to structure your template layout, and configure column properties, row properties, and responsive design settings in the SHR CRM Template Designer.
- Add and configure a button in the template designerAdd a clickable call-to-action to your template and configure the button action, appearance, and Smart Buttons AI suggestions in the SHR CRM Template Designer.
- Add and configure a carousel in the template designerAdd a rotating image slider to your template, manage slides, configure carousel behaviour, and understand email client support requirements in the SHR CRM Template Designer.
- Add and configure a countdown timer in the template designerAdd a countdown timer to your template and configure the end time, appearance, image link, and spacing settings in the SHR CRM Template Designer.
- Template Designer â ImageAdd, configure, and edit images in the SHR CRM Template Designer using uploads, the Image Library, and AI generation.
- Template Designer â Blocks, Body, Images, and AuditExplore the Blocks, Body, Images, and Audit tabs in the SHR CRM Template Designer to build, style, and review email and landing page templates.
- Template Designer â SocialAdd and configure social media icons in the SHR CRM Template Designer, including platform links, icon styles, and Display Conditions.
- Template Designer â Text and HeadingAdd and format text and heading content blocks in the SHR CRM Template Designer, including inline formatting, block settings, personalization, and Smart Text.
- Template Designer â MenuAdd and configure a Menu block in the SHR CRM Template Designer, including menu items, action types, link settings, appearance, and Display Conditions.
- Email Template Designer â Overview and NavigationAn overview of the SHR CRM Email Template Designer, including how to access it, the canvas layout, toolbar controls, and key design concepts.