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

1. Login into CRM

2. Go and click on the Campaign Management section

3. Hit Settings

4. 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

   

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.

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):