On this page will be discussed the below topics:
Customer Service Templates
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 Customer Service Templates for emails 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
Where the Customer Service Templates section is located
The Customer Service Templates is one of the topics under the Campaign Management section:
Search by Template Name
Type the template name in the search box and click on the Search button
The + Create New Button
Once you click on the + Create New button, the user is redirected to a new page where, by filling in all details requested, a new Customer Service Template will be created
Creating a new Customer Service Templates
After clicking on the + Create New Button, users are redirected to the Customer Service New Template page, in which they need to fill all the information requested, such as:
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):
