lead_manager_email_templates
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lead_manager_email_templates [2016/11/10 00:21] alex created |
lead_manager_email_templates [2018/03/08 14:33] brittany |
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| - | __Setting up an email template in the lead manager:__ | ||
| - | 1. In your “Settings” tab, proceed to “Templates”. | ||
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| - | {{:screencasts:create_new_template.jpg?800|}} | ||
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| - | 2. Create your message. | ||
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| - | {{:screencasts:create_general_message.jpg?800|}} | ||
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| - | 2.1. Example template: | ||
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| - | {{:screencasts:example_email.png?800|}} | ||
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| - | __Sending email pre-made templates__ | ||
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| - | 1. You can now send an email to one of your clients. | ||
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| - | {{:choose lead.jpg?800|}} | ||
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| - | 2. On your lead’s page, on the right hand, you can create or choose an email template to send them. | ||
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| - | {{:new or template email.jpg?800|}} | ||
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| - | 3. Here is an example email remade template. | ||
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| - | {{:screencasts:change_template.jpg?800|}} | ||
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| - | 4. All done! | ||
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| - | {{:screencasts:done_.png?800|}} | ||
lead_manager_email_templates.txt · Last modified: 2020/05/28 20:27 by michaels
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