lead_manager_email_templates
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
lead_manager_email_templates [2016/11/18 22:06] brittany |
lead_manager_email_templates [2020/05/28 20:27] (current) michaels |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | __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** |
| - | {{:1.png?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. | ||
| - | {{2.jpg?800|}} | + | {{:lead_manager:share_email_3.png?600|}} |
| - | 2.1. Example template: | + | {{:lead_manager:share_email_4.png?600|}} |
| - | {{3.png?800|}} | + | ===== Send Email to Lead with an Email Template ===== |
| + | You can use an email template to send an email to one of your clients. | ||
| - | __Sending email pre-made templates__ | + | {{:4.png?800|}} |
| - | 1. You can now send an email to one of your clients. | + | On your lead’s page, on the right hand, you can create or choose an email template to send them. |
| - | {{4.jpg?800|}} | + | {{: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.jpg?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.jpg?800|}} | ||
| - | 4. All done! | ||
lead_manager_email_templates.1479506813.txt.gz · Last modified: 2016/11/18 22:06 by brittany
Page Tools
