(Sale/Support) Template Generator

Create and manage email and SMS templates with dynamic fields

  • Sales
  • Support
  • Aftersales
  • Enterprise
  • Hiring/Careers
Email Templates
Click a template to use it for generating emails Click a template to preview and use it for generating emails
Showing 1-12 of 0 templates
1
Template Editor
Dynamic Fields
Select a template to edit or create a new one
Email Generator
Send Detail
Fill in the fields:
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
Showing 1-12 of 0 templates
1
Template Editor
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

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

Showing 1-25 of 0 records
  • 1
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

Showing 1-25 of 0 records
  • 1

Access Denied

This feature is only available to managers and administrators.

Create New Template
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:
Content:
Copy Template
Email Signature - Sales

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Preview
Create New Signature
Upload a single banner image (recommended: 650x274px)
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