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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|}} 
lead_manager_email_templates.1478737307.txt.gz · Last modified: 2016/11/10 00:21 by alex