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.

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.

Creating 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):

How to add the emails Customer Service Templates 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