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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.
Go to Messages in the menu on the left and choose Templates.
From Create template in the top right corner, choose either Smart email or Simple email.
NB: If you decide to create a Smart email you will be presented with the following templates you can select from. You are not able to edit a Smart Email template from the dialer.
In the top left, under Name your template give your email template an internal name.
On the right side of the email editor, you'll see Details. Here, you need to input:
Subject
From (name and email)
To (email/merge tag)
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].
If you want to attach a file to the email, go to Attachments in the menu on the right and add relevant files.
Under Settings, you have a couple of Settings options such as General, Booking and Send Automatically and Tracking.
Under General - You can decide if agents can edit the email before send-out through the dialer and you can also add Tags to make the template easier to find.
If you are using the email for Booking purpose you have the option to send an iCal file invitation, Smart Invite or Include a link to the booking.
Attach invitation (iCal file): ensures that the event is automatically added to the recipients calendar program.
Smart Invite: enables the sender to track the recipient’s response to the attached iCal file directly within Adversus. You can see whether the recipient selects Yes, Maybe, or No, and are able use those responses to automatically trigger journeys.
NB: Smart invite option is not visible/option for all clients. If you would like to add this feature to your account please contact support. If you do have the feature, you will need to ensure the iCal-file is attached by toggling on the Attach invitation (iCal file)
Include link to booking: adds a link, that directs you to the booking in Adversus - typically used when booking a meeting for a colleague/consultant who also has access to Adversus.
Here you are also able to choose automated send-out rules, e.g., On success.
Tracking
Enable Click tracking: when toggled on it will allow you to track when a link has been opened.
Enable Open tracking: when toggled on it will allow you to track if an email has been opened.
NB: enabling tracking can sometimes cause emails to be filtered into spam folders, depending on the recipient’s email settings. To improve deliverability and ensure your message reaches the inbox, you should disable tracking if it is not necessary.
Click Save in the top right corner when you are done.
If you want to test your email template before you use it, click Test template in the top right corner.
NOTE: Test template feature is pretty much for checking the layout, and will NOT be sending bcc/cc emails.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.
After this you will have created your email templates.