1. Access Email Builder

Step 1: Log in to GTG CRM

Log in to your GTG CRM account.

Step 2: Go to the Email menu.

In the left sidebar, scroll down to find the Interactions section, then click Email .

2. View Email List

Email list created

After going to Email, you will see a list of the email addresses you have created:

Information displayed:

• Email type : Marketing or Nurturing
• Version : 1.0 (newly created), 2.0 (edited once)...
• Status : Draft, Published
• Time published
• Last updated

View detailed statistics

Click on the email to view the statistics:

• Number of recipients
• Open Rate
• Version history

3. Create Emails from Templates

Step 1: Click "Create Email"

Click the Create Email button to get started.

Step 2: Choose the email type

There are two types of email:

• Email Marketing : Promoting products and promotions.
• Email Nurturing : Lead care, drip campaigns

Select Email Marketing and click Continue .

Step 3: Choose a Template

GTG CRM offers many ready-made templates:

• View a preview before making your selection.
• Choose a template that suits your purpose.

Step 4: Preview the template

Click on the template to preview the details.

Step 5: Name it and start editing

• Click Use this template
• Give your email a name (e.g., "Email Marketing Q1 2024")
• Start editing

Step 6: Edit the content

• Edit text : Select the text and edit it directly.
• Color editing : Select the area to edit → Style → Choose a color
• Edit image : Select image → Change

4. Create Emails From a Blank Page

Step 1: Select "Create New"

Instead of choosing a template, select Create New to start from a blank page.

Step 2: Name your email

Enter a name for the new email address.

Step 3: Start with a white canvas.

This is a blank page interface for you to build your own email.

Step 4: Drag and drop the components

Drag the elements from the left sidebar onto the canvas:

• Image
• Text
• Button
• Divider
• Social
• Layout

5. Using AI to Create Content

Step 1: Select the text block

Select the text you want to change.

Step 2: Open the AI tool

Click the AI icon or "Enter content for your email using AI" .

Step 3: Enter a description

Enter a brief description of the content you want to create. For example: "Email inviting customers to a New Year's party"

Step 4: Create and select the result

• Click Create Results
• Wait for the AI to generate (a few seconds).
• View suggested options
• Choose the option that suits you best.
• Click Insert to use

Step 5: Edit if necessary.

After inserting, you can make further edits:

• Correct the wording
• Change text color
• Change font

6. Using AI to Create Images

Step 1: Select image block

Select the image you want to change.

Step 2: Click "Change"

Press the Change button to open the options.

Step 3: Select "AI image creation"

There are 3 options:

• Upload images : Upload from your computer
• Google Photos : Connect to Google Photos
• AI image generation : Let AI generate

Step 4: Describe the image

Enter a description of the image you want to create. For example: "A real party", "Professional business meeting"

Step 5: Create and select the image

• Click Create Image
• Wait for AI to generate
• If you're not satisfied, click Recreate.
• Choose the appropriate image.

7. Customize Components

7.1 Text Block

Edit content:

• Select text → Edit directly
• Use AI to create new content.

Format:

• Font
• Font size
• Text color
• Bold, italics
• Alignment (left, right, center)

Attach link:

1. Highlight the text you want to link to.
2. Click the link icon.
3. Enter URL
4. Confirm

7.2 Button

Edit the button:

• Edit the text in the button.
• Change button background color
• Change text color
• Border radius
• Align (left, center, right)

Attach link:

• Go to Content → Links
• Enter the destination URL
• When the recipient clicks the button, they will be redirected to that URL.

7.3 Image

Change the image:

• Upload from computer
• Google Photos
• AI modeling

Adjust the size:

• Enter the number of pixels (e.g., 600)
• Or drag and drop to resize.

7.4 Divider

Customize:

• Color
• Length (width)
• Line style: Solid, Dashed
• Alignment

7.5 Social Icons

Add social media:

• Facebook
• Instagram
• TikTok
• LinkedIn
• YouTube

Attach link:

• Select the icon → Enter the social media page URL
• Clicking on it will take you to that page.

Customize the style:

• Many different types of symbols
• Custom colors

7.6 Layout

Choose a layout:

• 1 column
• 2 columns
• 3 columns
• Customize the scale

Customize:

• Background color
• Paddication (top, bottom, left, right)
• Border

8. Preview and Publish

Step 1: Preview the Desktop

Click Preview to check your email on the desktop interface.

Step 2: Mobile Preview

Switch to Mobile view to ensure emails display nicely on your phone.

Step 3: Save the email

There are 3 save options:

• Save draft : Save for later editing
• Save as template : Reuse for other emails
• Published : Completed and ready to ship

Step 4: Publish

Click Publish to complete the email.

9. Send an Email

Step 1: View email details

After publishing, check the details of the email you created.

Step 2: Click "Submit"

Press the Send button to begin sending the email.

Step 3: Choose the recipient

• Select from your CRM contact list.
• Or select by segment/tag

Step 4: Choose the delivery time.

• Send Now : Emails are sent immediately.
• Schedule : Choose a specific date and time to send

Step 5: Choose the email address to send to.

Select the email address that is already integrated into GTG CRM.

Step 6: Enter the Subject

Enter the email subject line.

Step 7: Confirm submission

Press Submit to complete.

10. Integrate Outgoing Email Sending

Step 1: Go to settings

Scroll down to the Communication Channel Settings section.

Step 2: Integrate email

Add a business email address to send marketing emails.

Note:

• You should use a business email (@company.com)
• Configure SMTP correctly to prevent emails from going to spam.
• Multiple email addresses can be integrated.

Integration with Automation

Email Builder integrates with the Automation Workflow feature:

• Automatically send emails based on a script.
• No need to manually send it to each person.
• Example: When a lead registers → Automatically send a Welcome Email

💡 Tip : See the Automation Workflow guide for more information on setting up automation scenarios.

Tips for Effective Use

📝 Regarding the content

• Use AI to generate drafts, then edit them as needed.
• Keep the content short and concise.
• Always include a clear Call-to-Action (CTA).

🎨 Regarding design

• Avoid using too many colors (2-3 main colors).
• The image should be the appropriate size (600px width).
• Always preview on mobile

📧 Regarding sending emails

• The subject line should be under 50 characters.
• Avoid spamming words (FREE, SALE, $$$).
• Submit during business hours to increase open rate.

📊 Regarding tracking

• Monitor the opening rate to improve the subject line.
• Track click-through rates to improve content.
• A/B testing with multiple versions.