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lead_manager_email_templates [2016/11/10 00:21] alex created |
lead_manager_email_templates [2020/05/28 20:27] (current) michaels |
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- | __Setting up an email template in the lead manager:__ | + | #redirect https://support.realgeeks.com/hc/en-us/articles/360038071334-Email-Templates |
+ | ====== Email Templates ====== | ||
- | 1. In your “Settings” tab, proceed to “Templates”. | + | Email templates can be found by navigating to **Settings** > **Templates** > **Template Emails** |
- | {{:screencasts:create_new_template.jpg?800|}} | + | ===== Create Email Templates ===== |
+ | |||
+ | |||
+ | 1. Click on the "Create New" button | ||
+ | |||
+ | |||
+ | {{:lead_manager:create_email_1.png?600|}} | ||
+ | |||
+ | Users can filter template lists: | ||
+ | |||
+ | {{::filters_1024.jpg?800|}} | ||
2. Create your message. | 2. Create your message. | ||
+ | {{::2-updated.jpg?800|}} | ||
+ | |||
+ | 3. Click on the **Save** button to save the email template | ||
+ | |||
+ | |||
+ | ===== Sharing Email Templates ===== | ||
+ | |||
+ | Admins, Site Owner, and Team Leaders can share their email templates. | ||
+ | |||
+ | ==== Share ==== | ||
+ | |||
+ | 1. Click on the **Share** button associated to the email template | ||
+ | |||
+ | {{:lead_manager:share_email_1.png?600|}} | ||
+ | |||
+ | |||
+ | 2. Select users with whom to share your template. | ||
+ | |||
+ | {{::share.jpg?600|}} | ||
+ | ==== View ==== | ||
+ | |||
+ | Email templates shared with other users can be viewed, but not edited by other users. | ||
+ | |||
+ | {{:lead_manager:share_email_3.png?600|}} | ||
- | {{:screencasts:create_general_message.jpg?800|}} | + | {{:lead_manager:share_email_4.png?600|}} |
- | 2.1. Example template: | ||
+ | ===== Send Email to Lead with an Email Template ===== | ||
- | {{:screencasts:example_email.png?800|}} | ||
+ | You can use an email template to send an email to one of your clients. | ||
+ | {{:4.png?800|}} | ||
- | __Sending email pre-made templates__ | ||
+ | On your lead’s page, on the right hand, you can create or choose an email template to send them. | ||
- | 1. You can now send an email to one of your clients. | + | {{:lead_manager:select_template_1.png|}} |
- | {{:choose lead.jpg?800|}} | ||
- | 2. On your lead’s page, on the right hand, you can create or choose an email template to send them. | + | When composing your email, you can select the email template you just created or a shared template. |
- | {{:new or template email.jpg?800|}} | + | {{:lead_manager:select_template_2.png?600|}} |
- | 3. Here is an example email remade template. | ||
- | {{:screencasts:change_template.jpg?800|}} | ||
- | 4. All done! | ||
- | {{:screencasts:done_.png?800|}} |