Setting Up an Email Template

To create a new template, follow these steps:

  1. Go to Follow Up Email > Templates > Manage Templates. Press button Add Template
  2. Input all needed values there:
    • Name - the name of template.
    • Description
    • Design - the one of defined designes.
    • Subject - the subject of email. In subject you can use variables.
  3. Press Save.
  4. Open saved template.
  5. Depends on desing, you can fill content areas.

If you are creating a new template and there is no other fields than the name, description, type and template, most likely you need to create an Editable Area.

Follow Up Email