Light Resources


email marketing, email templates, branding

Add a template

If you are sending email updates to your customers and contacts, what are the advantages of being able to upload your own personalised email template as compared to using a standard template which might be made available by your service provider?

  1. Your own brand is reinforced in the eyes of your customer. Sometimes it just takes time to get a message across and after it has been seen more than once it begins to become familiar to the person receiving the email. With the consistent presentation their mindset changes they become more receptive to the message being presented.
  2. Because the message is presented in your branding, colours and design your corporate image is maintained and built up.
  3. Your brand and design is perfect every time. If you have to upload your logo and enter your contact address each time you send an email there is an opportunity for an error. If the spelling or even the layout, text or other format is different this can present in the email poorly and hinder the message you are trying to convey.
  4. It is easier to personalise the message. This is especially the case if you are sending email directly through your CRM as the recipients name and email address are already available and can be imported into the message.
  5. You can incorporate your social media links to encourage interaction and incorporate sharing tools. If your message is shared into social media sites you have a much wider reach than just the email list you are sending too. This can make your campaigns significantly more effective.
  6. Because all you will need to do is add some new content, possibly a new message and maybe a fresh image to relate to your massage this take much less time than if you have to upload all of your corporate details each time as well.

How much effort is involved in creating your own templates? While many of our customers engage a professional to create their own unique template is really is not as much work as you might think to create your own.

The email templates will be built using html code. Even if you know nothing about html coding it really doesn’t matter because there are many free html editors available online (here is a link to one of our favourites or just type html editor into your search engine). Using an html editor you can type in what you want to see and the code is prepared automatically. There is normally an option to click and switch between the end result and the code. It is a great way to get started learning html. A basic knowledge of html can be a very useful tool.

Some providers offer html builders as a part of their service if you have subscribed.

Most providers will provide you with tags (these are usually a simple line of code which you can copy and paste into your template) that can be included in templates. These will probably fall into two categories.

  1. Required tags. These will include tags such as an unsubscribe button and a button to view the email in a browser.
  2. Optional tags. These will include tags to personalise your email, such as adding the recipient’s first name.

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This is the cornerstone of your CRM – your connections, your contacts, your customers, your suppliers. It all revolves around the people you know and are connected with.

As you build and grow your relationships with your contacts you are able to develop a loyalty between you and your brand. This will directly translate into increased and improved business performance.

List all of your contacts and companies you do business with and link them together. Add log entries to record all your interactions.Wherever you are, you are always connected with your contacts, you can make any updates, record notes and access information or files.


Create and allocate tasks. These automatically sync with your calendars on any media device and set automatic reminders.You can assign a team member and a contact or a group of contacts to a task.

A collection of tasks, referred to as a case, is an ideal way to manage a project or a series of events that are required in your business. By sharing the case everyone associated with the project can monitor it’s progress. They will be able to see when the project is started, whether it’s ‘on track’, ‘overdue’ or ‘completed’.


Groups are like a saved of your contacts.

This is a really essential tool, by being able to categorise your contacts into different groups means that you are able to identify the contacts that you want to work with at any time.This might be because you want to visit all of your contacts in a specific postcode or town or you want to email a special offer to different types of contacts.


Having your documents in one place together with your CRM makes perfect sense. Our documents feature allows you to store and share files relating to a specific contact together the contact details.

Your sales team will always access the most up to date sales support material. There is no need to backup your documents any more as we take care of this automatically for you. You have reassurance and peace of mind when using our document feature because we use the same advanced security level when storing your documents as every else in Light Degree CRM.


At the heart of every business is the customer and it is imperative that they feel valued. They appreciate being kept up-to-date with the latest news, promotions, events, reminders or simply to stay in touch.

We can tailor make e-mail campaigns to suit your business. Reports and full campaign analytics are generated automatically. Preview messages, see who is opening them and what interests them so that you can send them further information. All templates are optimised for mobile devices for quality viewing.The campaign size can grow as your organisation does,with a strong emphasis on expanding your brand, it will give your business an amplified appearance of online presence.


Even when remote from the office you can have a complete overview of all event details. An accurate count enables you to manage marketing strategies and facilities. New events created will automatically appear on your website, enabling customers to register immediately. All registrations will instantaneously be added to your event and contact book.

Make sure your attendees and exhibitors have all the information they need. It’s simple to send message reminders of event details or any last minute changes. If you need to share documents, these can be uploaded ready for your event managers to download.


Each user can adjust their own settings, including setting up a social login (using Google or Linkedin) so they can just click and login with details they are already familiar with.
Admin users can manage other users, change the way the contact information is displayed and create custom fields or tags to categorise contacts.


Reporting gives you an overview of everything that is going on in your business. It helps you to focus on what is important rather than just getting lost in all of the detailed information you have in your CRM.

We offer an extensive range of reports to be sure that you can get the best information to manage and operate your business. We specialise in reporting on sales activity for individuals and teams.We even add another report every time you add tag (or custom field) to categorise your contacts. So you will always have the information that you need to build and increase your sales.


A great way to be remember to follow up on all of those quotes that you have prepared and given to customers and potential customers, is to enter these as opportunities into your CRM.

By adding them as opportunities you can check on the progress, right from the time you prepare the quote, through to when you receive an order or send an invoice to a customer. Once entered into the application you will be reminded as the date approaches, when you anticipate the order to arrive. This means that you can follow up with the customer if necessary to assist the process.You can add other potential quotes or opportunities to your list as you identify these so they will tracked and followed up as well.


A great way to work with other people or for using as a simple check list of things that need to be done. Track all tasks to be completed and see the overall progress of the project. A collection of tasks where you are collaborating with other team members like this is referred to as a ‘case’.
It can happen like this…
– You need to prepare a quote and need someone to prepare a drawing and someone else to get pricing from several suppliers first
– You are working on an event where several people have to complete different tasks to make it happen
– You need to advise a customer and have to call in expert advice first
– You are working on a project and everyone in the team needs to know where the others are up to and the progress overall