How do I Create Message Template in Leads App?

Updated on August 9, 2021 07:16AM by Admin

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.
Email Template

  • 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”.
Create Template

  • 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.
Compose Email

  • The created template will be available on the Notes tab as well.

Notes Tab