...
In the Customer Service Templates section, users can create Customer Service Templates for email that can be easily included in each campaign setting page.
...
Where the
...
Customer Service Templates
...
Login into CRM
Go and click on the Campaign Management section
Hit Settings
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
In the Campaign Settings page, select the Email Settings
Then click on the Customer service template for this campaign field and pick one of the options displayed on the drop-down menu
Click on the Save button (or Create, if it’s a new campaign) on the right side of the page
Where the Customer Service Templates section is located
The Customer Service Templates is one of the topics under the Campaign Management section:
...
Search by the Template Name
Type the template name in the search box and click on the Search button
...
section is located
Log in to CRM and go to the left-side menu
Click on the Campaign Management section
Then, hit Customer Service Templates.
Creating a new Customer Service Template
...
In order to edit an existing template, just click on the Editing button on the right side of each template row (see the below example):
...
How to add the emails Customer Service Templates in a campaign
Login into CRM
Go and click on the Campaign Management section
Hit Settings
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
In the Campaign Settings page, select the Email Settings
Then click on the Customer service template for this campaign field and pick one of the options displayed on the drop-down menu
Click on the Save button (or Create, if it’s a new campaign) on the right side of the page