...

Customer Service Templates

In theCustomer Service Templates section, users can create Customer Service Templates. The goal behind this feature is to make it easier and quicker for email that can be easily included in each campaign setting pageusers to change information in hundreds of email templates just by editing the Customer Service Template.

1. Users have to link the Customer Service template to hundreds of email templates by adding the specific Customer Service variable to the email template

2. Include the Customer Service template into the Campaign Setting page

3. by editing any of the information of the Customer Service template, all email templated connected to this template will have the data change as specified by the user.

Where the Customer Service Templates section is located

1. Log in to CRM and go to the left-side menu

2. Click on the Campaign Management section

3. Then, hit Customer Service Templates.

...

How to set up a Customer Service Template

1. Create a new Customer Service Template

1. Click on the + Create New button

   

2. The user is redirected to a new page where, by filling in all details requested, a new Customer Service Template will be created

3. They need to fill in all the information requested, such as:

   

4. Once all details have been filled in, click on the Save button.

Editing an existing 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):

...

2. Add the emails Customer Service Templates in

...

the campaign

1. Login into CRM

2. Go and click on the Campaign Management section

3. Hit Settings

4. Then click on the campaign name | Edit button 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

   

3. Add the Customer Service Variable in the Email Templates of the Campaign(s)

To finalize the set-up of the Customer Service template needs to add the specific Customer Service Email Variable in the body of each email template listed in the campaign, where the Customer Service Template has been included.

1. Login into CRM

2. Go and click on the Campaign Management section

3. Then Email Template

4. Click on the email template name | Edit button to open the Email Template Setting page

5. On the Email Template Setting page, add the specific Customer Service Variable in the correct space, where the variable will automatically be replaced by the information set up in the Customer Service template.

Customer Service Email Variables

Editing an existing 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):

...