On this page will be discussed the below topics:

Customer Service Templates

In the Customer Service Templates section, users can create Customer Service Templates. The goal behind this feature is to make it easier and quicker for users 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.

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 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.

The goal is to be able to edit several Email Templates all at once, rather than go and change info one by one.

Example

It is requested to change the image of the email templates in the campaign, so if the Customer Service template has been configured for a campaign and a set of emails, the user should:

1. Go to the Campaign Management section

2. Then click on the Customer Service Template

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

4. Change the URL of the image in the related field

   

5. Hit the Save button

6. All email templates that have been set up in the campaign and that have the Customer Service Email Variable placed in the email template body, where the image should be, then the customer will receive the email which has the updated image that replaced the variable

   

*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):