Adding New Templates
If you want to create a new template, click here to choose between an SMS template or an Email template.
Name Template
Your template will need a name. Again, remember that naming conventions are very important when you or someone
from your team is trying to find a specific template to send to a lead or customer
Add Subject Line
Give your email template a subject line here
Create Email Template
In this body section, you can create your email templates!
Attach Files to Email
You can attach files from your computer to your email templates by clicking here
Mobile Email Template Preview
As you create your email template, you can preview what it will look like on a mobile device to your leads or customers
by clicking the preview window here!
Send Test Email
If you want to test out your new email template, you can do so by entering a "From Address" and "To Address" and then by pressing "Send" here.
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