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Settings, Campaign administrations

In Adversus, you can create two kinds of email templates - a simple and smart email. The simple email is raw text whereas the smart email is an HTML email template, where you can add your company's touch in the layout. This is how you create email templates.

  1. Go to Messages in the menu on the left and choose Templates.

  2. From Create template in the top right corner, choose either Smart email or Simple email.

  3. In the top, give your email template an internal name.

  4. On the right side of the email editor, you'll see Details. Here, you need to input:

    • Subject

    • From name and email

    • To

    • CC / BCC (not required)

    You can use merge tags to help you customize the email according to the info you have on your leads and users. A good idea is to input the Lead's email merge tag in the To recipient field. You can also use merge tags directly in the email template, e.g., Hello [customer name].

  5. If you want to attach a file to the email, go to Attachments in the menu on the right and add relevant files.

  6. Under Settings, decide if agents can edit the email before send-out. You can also choose automated send-out rules, e.g., On success.

  7. Click Save in the top right corner when you are done.

  8. If you want to test your email template before you use it, click Test template in the top right corner.

  9. Input the ID of a test lead (just to have some data to fill merge tags with) and the email recipient of the test email.

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