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- Create a single template that contains your standard company signature.
- Go to Content > Emails > Templates. This is where your team can create their own templates.
- You may see some custom email templates already. When templates are shared Globally they are visible by all Lead Liaison customers. For example, there's a Lead Nurturing template you can view and copy to begin creating your own template. Click View next to the template and copy/paste the HTML to your own custom template. Now the template can be used as a starting point for future emails.
- Click Create a Custom Template New to create your own email marketing template.
Create an Email Starting with a Template
To create an email message and begin with a template do the following:
- Click New > EmailGo to Content > Emails
- Click New
- For the Name, use something logical, so that you can find it when you are adding the email into a workflow. We suggest numbering the emails and using something like " Post Demo Follow Up - Email 1" or "Nurture / Marketing / Any / Long Term #1". The name is just for internal use.
- Select the email template you'd like to use
- Create your email message.
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- The Subject is the title that appears in customers' inboxes
- Click Continue
- Click Start with a Template
- Switch to the Saved Templates tab and choose your template.
