Here we will discuss how to add an email template. An email template is a pre-made email that can be sent to leads when a predefined action is taken. This is usually configured together with Workflow Automation and is usually triggered by a specific status or disposition being selected.
From the Dashboard, click on Account and select Email Templates.
You can add an Email Template by clicking Add Email Template.
Configuring Email Template Information and Editing the email body.
How to attach a file.
- Click Choose File button. A file window will open,
- Click on the file selected.
- Click the Open button, and
- Apply Changes
To Send a Test Email, click on the button Send Test Email.
Please note: By sending the test email, it will only show the contents of the email. It does not show the email signature if you have applied it.
Type the email address that will receive the test email and click on the Send Email button.
Click on the Apply Changes button to save the settings.
If an Email Template is created without an Email Signature verified with Sendgrid, a display a warning towards the top of the page, with the red background, that says
“Warning, you have verified domains on the SendGrid page which are not being used in any of your email templates. Make sure you have created Email Signatures for them and use them in your email templates.”
Configure or create Email Signature and/or SendGrid.
How to Create an Email Signature
Registering Your Email Domain with SendGrid
See FAQ for How to Create Email Triggers