...
- Create a single template that contains your standard company signature.
- Go to Manage 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 Click View next to the template and copy/paste the HTML to your own custom template. Now the the template can be used as a starting point for future emails.
- Click Create a Custom Template to create your own email marketing template.
...
To create an email message and begin with a template do the following:
- Click Create New > Emails Email
- 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
...