Email or message templates allow the user to send emails to the leads, and contacts using predefined templates.
Email Templates allow you to set up pre-defined messages. These are customized email messages that you can send to your Leads. You can customize your own Email Templates in the Leads app.
Note: All the email templates in Apptivo CRM are app-specific. An email template created in the Leads App cannot be accessed from the Opportunities App.
Steps to Create Email Template
- Go to the Leads App.
- Click on the "More (...)" icon and select the "Settings".
- On the Settings page, click on the "Email" and select "Email Templates".
- Click on the "Create" button.
- In the Create Template, specify the following:
- Template - Name of the Email template.
- Subject - Subject of the Email template.
- Message - Content of the Email template.
- Insert Attributes - This special feature, allows you to insert the default attributes found in the promotions app. These are the attributes which are standard and also customized based on your requirements.
- Available for Compose Email - Sliding the toggle ON will make this template the default one when composing emails.
- Available for Notes - Sliding the toggle ON will make this template available when creating notes.
- Click on “Create”.
- Once created, you can update the email template by clicking on the "Edit" icon. Also, you can delete it by using the "Delete" icon, if needed.
- You can view the created template on the Compose email.
- The created template will be available on the Notes tab as well.
