Creating Email Templates

An email template is used to define and compose text, images, and add attachments which is very useful and reusable when creating an email.

LeadCenter.AI email template page consists of the ShortCodes section on the right side. These shortcodes are variables used for default lead details, custom fields, and appointments.

Creating an Email Template

To create an email template, do the following;

1. On the LeadCenter.AI, go to Setup > Workflows > Email Templates
2. Click on Add New button to create a new email template.
   
   
   
   
   
   
3. Enter the following details on the Create Email Template page
   • Template Name: Enter the name of the email template.
   • Email Subject: Enter the subject of the email template.
   • Email Body: Edit the email body with the inbuilt text editor. You can copy and paste the required shortcodes while creating the email body.
   • Attachment: Click on Browse and select the required attachment for this email template.
     
     
     
     
4. Click on Create Email Template to create the new email template.

Editing an Email Template

To edit an email template, do the following;

1. On the LeadCenter.AI, go to Setup > Workflows > Email Templates
2. Choose the email template to be edited and click on the Actions drop-down and select Edit
   
   
   
   
3. Edit the email template and click on Update Email Template
   
   
   
   You have successfully updated your email template.

Deleting an Email Template

To delete an email template, do the following;

1. On the LeadCenter.AI, go to Setup > Workflows > Email Templates
2. Choose the email template to be edited and click on the Actions drop-down and select Delete
   
   
   
   
   A pop-up will be displayed “Are you sure to delete the selected email template”
3. Click Yes, delete it to delete the email template.
   
   
   

You have successfully deleted the email template.