The Email Templates/Message Templates are pre-organized message formats that you can send to your objects. You can design an email template, to make your email look standardized rather than sending plain text.
Note: All the created email templates, are app-specific. That is, an email template created in the Promotions App cannot be accessed from any other apps.
For instance: Consider a Sales Manager, who wants to send follow-up emails to his customers regarding the promotion created. In that case, he can create an email template in the promotions app, enabling himself to just pick the layout, include required messages and send emails quickly.
Steps to Create Email Templates in the Promotions App
- Go to the Promotions App.
- Click on "More (...)" 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 as 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.
