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lead_manager_email_templates [2018/03/08 14:33]
brittany
lead_manager_email_templates [2018/06/05 16:17] (current)
brittany [Create Email Templates]
Line 1: Line 1:
 +====== Email Templates ======
 +
 +Email templates can be found by navigating to **Settings** > **Templates** > **Template Emails**
 +
 +
 +===== 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-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|}}
 +
 +{{:​lead_manager:​share_email_4.png?​600|}}
 +
 +
 +===== Send Email to Lead with an Email Template =====
 +
 +
 +You can use an email template to send an email to one of your clients. ​
 +
 +{{:​4.png?​800|}}
 +
 +
 +On your lead’s page, on the right hand, you can create or choose an email template to send them. 
 +
 +{{:​lead_manager:​select_template_1.png|}}
 +
 +
 +When composing your email, you can select the email template you just created or a shared template.
 +
 +{{:​lead_manager:​select_template_2.png?​600|}}
 +
 +
 +
  
lead_manager_email_templates.txt · Last modified: 2018/06/05 16:17 by brittany