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Login into CRM
Go and click on the Campaign Management section
Hit Settings
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
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)
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 must be added in the body of each email template listed in the campaign, where the Customer Service Template has been included.
Login into CRM
Go and click on the Campaign Management section
Then Email Template
Click on the email template name | Edit button to open the Email Template Setting page
On the Email Template Setting page, add the specific *Customer Service Email Variable in the correct space, where the variable will automatically be replaced by the information set up in the Customer Service Template that was added in the campaign.
Click on the Save button
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It is significant to note that for the email variables to work, users must add the @ in front of it. For example: @CSTemplateHeadline. |
Moreover, please note that by adding the Customer Service Email Variables in the email template, when customers receive the email, the variables are replaced by the specific information that has been set up in the Customer service Template.
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