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lead_manager_email_templates [2016/11/18 22:09]
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.png?800|}}+{{::2-updated.jpg?800|}}
  
-2.1. Example ​template:+3Click on the **Save** button to save the email template
  
  
-{{:​3.png?​800|}}+===== Sharing Email Templates =====
  
 +Admins, Site Owner, and Team Leaders can share their email templates.
  
 +==== Share ====
  
-__Sending ​email pre-made templates__+1. Click on the **Share** button associated to the email template
  
 +{{:​lead_manager:​share_email_1.png?​600|}}
  
-1. You can now send an email to one of your clients. ​+ 
 +2Select 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|}} {{:​4.png?​800|}}
  
  
-2. On your lead’s page, on the right hand, you can create or choose an email template to send them. +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|}} 
  
-{{: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.1479506972.txt.gz · Last modified: 2016/11/18 22:09 by brittany