lead_manager_email_templates
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lead_manager_email_templates [2016/11/18 22:09] brittany |
lead_manager_email_templates [2018/06/05 16:17] brittany [Create Email Templates] |
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| - | __Setting up an email template in the lead manager:__ | + | ====== Email Templates ====== |
| - | 1. In your “Settings” tab, proceed to “Templates”. | + | Email templates can be found by navigating to **Settings** > **Templates** > **Template Emails** |
| - | {{:1.png?800|}} | + | ===== Create Email Templates ===== |
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| + | 1. Click on the "Create New" button | ||
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| + | {{:lead_manager:create_email_1.png?600|}} | ||
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| + | Users can filter template lists: | ||
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| + | {{::filters_1024.jpg?800|}} | ||
| 2. Create your message. | 2. Create your message. | ||
| - | {{:2.png?800|}} | + | {{::2-updated.jpg?800|}} |
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| + | 3. Click on the **Save** button to save the email template | ||
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| + | ===== Sharing Email Templates ===== | ||
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| + | Admins, Site Owner, and Team Leaders can share their email templates. | ||
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| + | ==== Share ==== | ||
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| + | 1. Click on the **Share** button associated to the email template | ||
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| + | {{:lead_manager:share_email_1.png?600|}} | ||
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| + | 2. Select users with whom to share your template. | ||
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| + | {{::share.jpg?600|}} | ||
| + | ==== View ==== | ||
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| + | Email templates shared with other users can be viewed, but not edited by other users. | ||
| - | 2.1. Example template: | + | {{:lead_manager:share_email_3.png?600|}} |
| + | {{:lead_manager:share_email_4.png?600|}} | ||
| - | {{:3.png?800|}} | ||
| + | ===== Send Email to Lead with an Email Template ===== | ||
| - | __Sending email pre-made templates__ | + | You can use an email template to send an email to one of your clients. |
| + | {{:4.png?800|}} | ||
| - | 1. You can now send an email to one of your clients. | ||
| - | {{:4.png?200|}} | + | 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|}} | ||
| - | 2. On your lead’s page, on the right hand, you can create or choose an email template to send them. | ||
| - | {{:5.png?800|}} | + | When composing your email, you can select the email template you just created or a shared template. |
| - | 3. Here is an example email remade template. | + | {{:lead_manager:select_template_2.png?600|}} |
| - | {{:6.png?800|}} | ||
| - | 4. All done! | ||
lead_manager_email_templates.txt · Last modified: 2020/05/28 20:27 by michaels
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