(Sale/Support) Template Generator

Create and manage email and SMS templates with dynamic fields

  • Sales
  • Support
  • Aftersales
  • Enterprise
  • Hiring/Careers
  • Account
  • Warehouse
Email Templates
Click a template to use it for generating emails Click a template to preview and use it for generating emails
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Template Editor
Global Template: Changes to this template will be synchronized across all departments where it's available.
Dynamic Fields
Select a template to edit or create a new one
Email Generator
Send Detail
Fill in the fields:
Attachments

Click to upload or drag files here

Supported: PDF, DOC, DOCX, XLS, XLSX, CSV, Images
Generated Email:

Select a template to start generating emails

SMS Templates
Click a template to use it for generating SMS messages Click a template to preview and use it for generating SMS messages
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Template Editor
Global Template: Changes to this template will be synchronized across all departments where it's available.
0/640 characters
When locked, users must use the default sender type configured above
Dynamic Fields
Select a template to edit or create a new one
SMS Generator
Fill in the fields:
Generated SMS:
Using: Reply

Select a template to start generating SMS messages

Review Templates
Click a template to review and preview SMS messages Click a template to preview and review SMS messages
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Template Editor
Global Template: Changes to this template will be synchronized across all departments where it's available.
Dynamic Fields
Select a template to edit or create a new one
Template Review Generator
Fill in the fields:
Generated Preview:

Select a template to start reviewing SMS messages

Email Send History
View all emails sent through the template generator
Date & Time Template To Subject Status Actions

Loading email history...

No email history found

Emails sent through the template generator will appear here

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SMS Sending History
View all SMS messages sent through the template generator
Date & Time Template Phone Number Content Preview Status Actions

Loading SMS history...

No SMS history found

SMS messages sent through the template generator will appear here

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Access Denied

This feature is only available to managers and administrators.

Create New Template
When enabled, this template will be available in multiple departments and changes will sync across all departments.
Select one or more departments where this template should be available.
Add Dynamic Field
Enter each option on a new line. These will appear as choices in the dropdown when generating content.
Manage Template Categories
Add New Category
Existing Categories
Insert Hyperlink
The link will be inserted at the current cursor position in the email content.
Preview Email Before Sending
From:
To:
CC:
Reply-To:
Subject:
Attachments:
Content:
Copy Template
Email Signature - Sales

Loading signatures...

Preview
Create New Signature
A unique name to identify this signature
Upload a single banner image (recommended: 650x274px)
Banner Preview
Signature Preview
This will replace {{fullSignatureName}} in the signature
Convert Template to Global
What happens when you convert to Global?
  • This template will be copied to the selected departments
  • All copies will be linked together
  • Changes to any copy will sync to all departments
  • The current template will also become a Global template
Select one or more departments where this template should be available. The current department is already included.
Edit Generated Email