Create a CRM Hub Job Template

Click here to view a video that shows you how to create a job template for the CRM Hub.

Introduction

A CRM Hub Job Template is essential for integrating your CRM workflows with Click2Mail’s platform. These templates define the structure and content of your mail pieces, ensuring seamless integration with tools like Salesforce, Podio, and Google Sheets. This guide provides a step-by-step walkthrough for creating and configuring a CRM Hub Job Template.

What is a CRM Hub Job Template?

A CRM Hub Job Template is a pre-configured framework designed to:

• Facilitate the creation and sending of mailings triggered by your CRM platform.

• Define the layout, printing properties, and document content for your mail pieces.

• Integrate directly with your CRM data sources for personalization.

Prerequisites

Before creating a CRM Hub Job Template, ensure the following:

1. Uploaded Document: Have a letter or document ready in your Click2Mail account to use in the template.

2. Structured Data Source: Prepare a CSV file or another compatible data source containing the fields necessary for personalization.

3. Access to CRM Hub: Ensure your Click2Mail account has CRM Hub enabled.

For a video walkthrough, refer to the CRM Hub guide here.

Step-by-Step Guide to Creating a Template

Step 1: Log in to Click2Mail

1. Go to the Click2Mail login page and enter your credentials.

2. Navigate to your dashboard after logging in.

Step 2: Access the "Job Templates" Section

1. From the dashboard, click Job Templates in the menu on the left.

2. At the top, select CRM Hub Templates to open the relevant section.

Step 3: Initiate Template Creation

1. Click the Create Template button in the upper-right corner.

2. Choose the Product Type for your mail piece (e.g., 8.5x11 inch letter, postcard).

Step 4: Configure Printing Properties

1. Select your preferred printing options:

   • Full color or black-and-white.

   • Paper type (e.g., standard or premium).

2. Specify the mail class (e.g., First-Class Mail or Standard Mail).

Step 5: Name and Link Your Template

1. Assign a descriptive name to your template for easy identification.

2. Link your uploaded document to the template by selecting it from the list.

Step 6: Configure Additional Settings

1. Skip the Mailing List section for CRM Hub templates.

2. Review and confirm your return address. Use the default address or select another saved address from your account.

3. Skip the TTL (Time to Live) settings unless specified for your use case.

Step 7: Save Your Template

1. Click Save Template to finalize your settings.

2. Your template is now ready for integration with CRM Hub workflows.

Benefits of CRM Hub Job Templates

1. Seamless Integration: Easily connect with multiple CRMs like Salesforce, Podio, and Google Sheets for automated mailings.

2. Customization: Tailor the template with various document and printing options.

3. Efficiency: Automates the mailing process using CRM triggers, saving time and effort.

Conclusion

By following these steps, you can create a CRM Hub Job Template that integrates smoothly with your CRM workflows. These templates streamline your mailing process, enabling personalized and automated campaigns to engage your audience effectively.

For further assistance, check out our CRM Hub guide or contact Click2Mail support.