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Point of Sale Solution Back Office Marketing Overview

August 13, 2025

Description

How to create marketing email templates in the Point of Sale Solution Back Office

What's in this article?

Software PlanPro
 

Marketing emails are easy to build by dragging and dropping different design elements into an email template. This feature allows you to create tailored content like offers and messages for your desired target audience.


Choose from different format options like columns, buttons, dividers, headings, text, images, social media links and custom HTML code. Once they have been chosen, they can be further customized by adding content, rearranging the layout, changing element colors and more.

To create a marketing email template 

  1. In the Point of Sale Solution Back Office, select MarketingOverview.

    Marketing Overview menu option
  2. Add an email template by using drag and drop functionality to select design elements. 
    Content Element Description
    Content elementDescription
    ColumnsSet up multiple columns that your content can be placed into. Select from different layout options.
    ButtonSet up interactive buttons that can be linked to URLs or different tabs.
    DividerCreate a divider to separate content and create sections within your layout.
    HeadingCreate a header to introduce topics in your marketing message.
    TextInsert a text box to enter your marketing message.
    ImageUpload and edit images like your logo and product photos.
    SocialAdd social media and email contact icons.
    Menu Set up a navigation menu for customers to interact with.
    HTMLCustomize content by generating or pasting HTML code.

    Marketing Email Template design space
  3. Delete a design element you have added by selecting it in the template and clicking the trash icon.
  4. To further customize elements:
    • Blocks: From the right hand-hand navigation, set the widths of a multiple column design element, and add additional ones. 
    • Body: From the right-hand navigation, set overall design preferences such as background color and link settings.
    • Rearrange content: Click and drag elements to rearrange them in the design space.
  5. To preview your template, click the eye icon and select desktop, tablet, or mobile to view different display sizes. Click to close the preview.
  6. Enter a Name for your template.
  7. Click Save to store the template.
  8. Once added, your email template can be edited, deleted, or inactivated/activated, and used in marketing campaigns.

    Marketing Manage Email Templates screen
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