Automated E-mail templates.
Automated emails offer numerous benefits, including:
Time Savings: Eliminates manual email sending, allowing more focus on other tasks.
Improved Engagement: Sends timely, relevant messages to boost interaction.
Scalability: Handles large email volumes efficiently.
Enhanced Customer Experience: Provides timely information and personalized recommendations.
These benefits help businesses strengthen relationships, increase conversions, and streamline communication.
Accessing E-Mail Templates Library
Click on "Messages" and then click on "Email Templates"
Click on the "Show default template" toggle highlighted below.
Creating E-mail template from Library
Choose the template you want to work with and click on "Copy"
A copy of the template will be created and appear at the top of the templates. Click Actions and "Edit" on the "Copy of Rate & follow" template to edit it.
You can adjust the Template Title, Description and Purpose as you want and then click on "Save & Continue"
Then your default template will appear, here you can adjust it as needed.
Editing the Template
Add your company logo, change the color of the text and write the text fitted to your company. One of the things you can do to modify your template even further is adding more social media tabs, to do so click on the field where the social media tabs are.
Adding personalized icons
Click on "Add new icon"
Let´s click on the "YouTube" icon
And then you should see it on the template (Highlighted below). Just make sure to add the correct URL´s for your company´s socials on the right hand side settings.
Previewing the Template
Click on Preview to see a preview of your E-mail template.
Here you can see a preview of Desktop view of the E-mail. Click on Mobile to see the mobile version.
And here you can see a preview of the Mobile version. Click on Preview again to close preview mode.
Once you are happy with your template click on "Save & Continue"
Sending options for E-mail Template
Here you can adjust the Subject, Preview Text, Reply to email address, CC and BCC. You can add personalized tags by clicking on "Personalize"
On the right hand side you will get a pop up with most of the personalization tags available. Lets choose "Customer First Name"
And then you have added the customers name in the Subject field.
Automatic Template Type
Email Templates can be Manual or Automatic. If you click on the "Manual" toggle you will switch to Automatic.
Add in the information for the template and click on "Save" for the Template to be saved as "Automatic".
Manual Template Type
However if you want it to be Manual then you need to click on the "Automatic" toggle
Then you will have the Template Type as "Manual". Make sure to click on "Save"
And then you have successfully created new Template from the templates library - see the highlighted green line below.
