After creating your email template, you can easily use it to send emails to your contacts from the CRM. To do so:
- Navigate to Contacts.
- Select the contact to whom you'd like to send the template.
- On the contact record, click the Email tab. Then click Templates.
- In the dialog box, hover over the template you wish to send and click Select.
- Customize the content as you see fit and click Send.
- The email will be tracked automatically, and the information will be fed back into your template reports.