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In the Customer Service Templates section, users can create Customer Service Templates for email that can be easily included in each campaign setting page.

How to add the emails Customer Service Templates

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in a campaign

  1. Login into CRM

  2. Go and click on the Campaign Management section

  3. Hit Settings

  4. Then click on the campaign that you need to edit or click on the + Create New button if you need to build a new one

  5. In the Campaign Settings page, select the Email Settings

  6. Then click on the Customer service template for this campaign field and pick one of the options displayed on the drop-down menu

  7. Click on the Save button (or Create, if it’s a new campaign) on the right side of the page

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