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lead_manager_email_templates [2018/03/08 14:33] brittany |
lead_manager_email_templates [2020/05/28 20:27] michaels |
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+ | #redirect https://support.realgeeks.com/hc/en-us/articles/360038071334-Email-Templates | ||
+ | ====== Email Templates ====== | ||
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+ | Email templates can be found by navigating to **Settings** > **Templates** > **Template Emails** | ||
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+ | ===== 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|}} | ||
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+ | 2. Create your message. | ||
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+ | {{::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. | ||
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+ | {{:lead_manager:share_email_3.png?600|}} | ||
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+ | {{:lead_manager:share_email_4.png?600|}} | ||
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+ | ===== Send Email to Lead with an Email Template ===== | ||
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+ | You can use an email template to send an email to one of your clients. | ||
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+ | {{:4.png?800|}} | ||
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+ | On your lead’s page, on the right hand, you can create or choose an email template to send them. | ||
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+ | {{:lead_manager:select_template_1.png|}} | ||
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+ | When composing your email, you can select the email template you just created or a shared template. | ||
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+ | {{:lead_manager:select_template_2.png?600|}} | ||
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