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How to Create an Admin Email Template in Yabber

An Admin Email is an email that is referenced within other areas of Yabber, such as EDGE, Fact Find Reports, Referrals, and Triggers. Instead of creating a single email, we create the email as a template that we may use from multiple locations, meaning that if an update to the message is required, it need only be altered once.

You will find Admin Templates by navigating to the 'Admin Templates' panels from within the 'Campaigns' module.

Locating Admin Templates

  Pictured: You will find Admin Templates by navigating to the 'Admin Templates' panels from within the 'Campaigns' module. Three panel options are returned: Create, Review, and Categories.

The Categories make it easier to locate specific templates when they're assigned from other modules.

  Create Admin Email

Create the Admin Email via the 'Create' panel.

Create Admin Email

  Pictured: Create the Admin Email via the 'Create' panel. Populate all fields as required and Save.

Each email template includes a number of options:

  • Template Name. This is for your reference in Yabber forms and menus.
  • Template Description. This is for your reference in Yabber forms and menus.
  • Email Category. The assigned category. Categories should be created first, and all emails should be assigned to a category.
  • From Account. The MS365 Email Account that will send the email.
  • Title. The title of the email.
  • Content. The body of the email. Created with the WYSIWYG editor.
  • Attachment. A single attachment as uploaded to your File Manager.
  • Email Signature. The signature applied to the email.

The 'Is Draft' field simply determines if the Template is a Draft or live asset. If a draft it will not be available in menus in other modules.

Create your template and Save.

  Admin Email Categories

Many categories may exist by default, but it's expected that you'll create categories for bigger-ticket modules early on your efforts, such as one for EDGE and other for the Referral Module. Create additional categories as your marketing matures and you introduce new tools into your workflows.

Admin Email Categories

  Pictured: Many categories may exist by default, but it's expected that you'll create categories for bigger-ticket modules early on your efforts, such as one for EDGE and other for the Referral Module. Create additional categories as your marketing matures and you introduce new tools into your workflows.

  Review and Edit Emails and Categories

The Admin Email 'Review' panel presents your emails and categories listed in a searchable table. Edit categories or emails by selecting the applicable edit icon.

Admin Email Category Review

  Pictured: The Admin Email 'Review' panel presents your emails and categories listed in a searchable table. Edit categories or emails by selecting the applicable edit icon.

Opening up each panel returns the text assigned to that asset.

  Admin Email Triggers

As with all email marketing modules, triggers may be assigned to email links (and opens). The Trigger module is introduced in an FAQ titled "How To Create Marketing Triggers".

■ ■ ■

  Email Marketing Module FAQs

FAQs related to the Email Marketing module.

The facility to add an email or any other type of subscriber to a Microsoft Contact folder was introduced in the FAQ on creating a form. The purpose of adding a contact to segregated Microsoft Outlook contact folder is more than just 'providing a backup' as many see it. The lists are used when… [ Learn More ]

When a user unsubscribes from an email marketing campaign, we have the option to redirect them to a single default landing page, or a specific landing page that'll try and resubscribe the user back into the same or another list. We go to great lengths to attract a potential client, so we must provide a… [ Learn More ]

Email filtering is part of the Forms module. When creating a form you are presented with an option to define a large number of "What are you Interested in?" options. These options might include 'First Home Buyer', 'Refinancing', 'Renovating My Home', 'Investment Finance', and so on. A user may select any of these options when… [ Learn More ]

When you are first assigned a Yabber subscription, there are no Mailing Lists or forms created. However, before you create your first list you have the option of creating a large number of default email lists. If we set up Yabber for you, this is our default action. If you set up your own account… [ Learn More ]

Before email and calendar tools may be used, we generally have to define our default email and calendar for various facilities. This action is normally completed by us during the setup, but if you're doing it yourself, or you are required to alter values, this FAQ will guide you through the process. It will only… [ Learn More ]

An Admin Email is an email that is referenced within other areas of Yabber, such as EDGE, Fact Find Reports, Referrals, and Triggers. Instead of creating a single email, we create the email as a template that we may use from multiple locations, meaning that if an update to the message is required, it need… [ Learn More ]

As described in our FAQ detailing the Email Marketing Module, one of the benefits of using the Microsoft 365 integration is complete ownership of all your email with a single source of sending and management. All email sent from Yabber will optionally be added to your MS365 'Sent Items' folder. To include or exclude… [ Learn More ]

Whenever an email is created in Yabber that is associated with general email marketing or automated emails (admin, autoresponders etc.), an email signature is selected from a Library of signatures. This means that when a change to your signature is required, the change will be globally applied whenever that email signature is referenced. In some… [ Learn More ]

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