Solar At Scale - Solar Setter Mastery

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Solar At Scale - Solar Setter Mastery

Emails & SMS Messaging

Email/SMS Templates

info

This SOP will outline:

Nuances of Email/SMS templates

How to create templates

If you’re using a template, make sure the email/SMS has formatted correctly with the template tags being used.

For example - If you’re using an email/SMS template that is taking information from one of the Lead Custom Fields within Close, make sure that specific field has some data inside!! Otherwise, your email/SMS will be blank where that template tag was placed (watch video below for context)

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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.

+ Template.png

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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

Email V SMS.png

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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.

Screenshot 2023-08-29 at 3.42.51 pm.png

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

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