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
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
See FAQ for How to create Email Triggers