Email/SMS Templates

Nuances of Email/SMS templates

How to create templates

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Method

Navigate to the Settings.

Click the Templates page under the Communication section.

Click the + New Template button on the top right of the page to create a new template.

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To create an Email template, make sure you are in the Email page

To create an SMS template, make sure you are in the SMS page

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Create the template as desired.

Give the template a name that will help you easily identify the contents of the template

Use template tags to automate the personalisation of the email/SMS you are sending!

Attach any files to the template you wish to send to the prospects/clients.

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Once you are done and happy with your template, click Save.

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.