The Templates feature, found in the Marketing section, allows your team to develop text messages and email templates, making it easier to respond quickly to frequent questions about your products or services. Keep in mind that these templates are standardized across the entire CRM platform, and you can edit them through both the Email Marketing and Conversations sections.
SMS and Email Templates
In this area, you have the flexibility to create new templates or adjust ones you’ve previously developed. Leveraging both text and email templates helps automate routine communications, saving you valuable time. These templates are highly adaptable and can be integrated into various processes, such as workflows or conversations, offering a powerful way to improve communication efficiency.
Note: Templates are consistent throughout the CRM system and can be updated within the Email Marketing or Conversations sections.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article