Create Email Templates
Email templates come in handy when you have to send one email to multiple recipients. You can personalize email templates using Merge fields to populate dynamic content in the email. For instance, you can add contact name, phone, deal stage or any record related information to the email description and subject.
Create Email Template
Bigin allows you to create email templates for the module of your choice.
To create email templates
- Go to Setup > Channels > Email > Templates.
- Click
.
- In the Create Email Template popup, select the module for which you would like to create an Email Template.
- Click Next.
- In the Create Template window, do the following:
- Enter the Template Name and Subject.
- Enter the content of your email template.
In places where you want to populate dynamic content, type # to insert a merge field. - Click Save.
- In the choose folder popup, select the folder from the Save to drop-down list.
- Click Save.
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