email template Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Mon, 25 Aug 2025 10:46:05 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico email template Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Admin should have the access to all the templates created by agents https://www.insuredmine.com/knowledge-base/admin-should-have-the-access-to-all-the-templates-created-by-agents/ Mon, 25 Aug 2025 10:36:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47474 We have introduced a new enhancement for Admins in the Engagement Module under the Templates section. With this update, Admins now have access to view and manage all templates created by their agents. This ensures better visibility, consistency, and centralized control over communication templates within the organization. Use Case: Suppose an Admin wants to ensure […]

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We have introduced a new enhancement for Admins in the Engagement Module under the Templates section. With this update, Admins now have access to view and manage all templates created by their agents. This ensures better visibility, consistency, and centralized control over communication templates within the organization.

Use Case: Suppose an Admin wants to ensure that agents are using standardized templates for email campaigns or client communication. Previously, the Admin had  no visibility into templates created by individual agents. 

With this enhancement, the Admin can now view the templates created for communication, ensuring compliance with organizational communication standards.

To View the Enhancement:

  • Navigate to Engagement
  • Click on Templates

You will be redirected to the Engagement>Email Templates.

From the Agent dropdown select the preferred agent, whose template you want to view.

You can preview all the templates of the selected Agent.

As shown below, Admin also have the options to Edit, Send to Myself, Share, Copy and more for the agent templates.

Note: This feature is applicable for only the admin.Agents don’t have these options.

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]]> Customize email responses after google review submission https://www.insuredmine.com/knowledge-base/customize-email-responses-after-google-review-submission/ Wed, 04 May 2022 12:30:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21140 You can now send a customized email message to the reviewers after they rate and review your business and service on Google. Once you receive a google review, you can set a template that will go to your reviewer as a response.  To view the enhancement: Navigate to Google Reviews Click on 3 dots icon […]

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You can now send a customized email message to the reviewers after they rate and review your business and service on Google.

Once you receive a google review, you can set a template that will go to your reviewer as a response. 

To view the enhancement:

  • Navigate to Google Reviews
  • Click on 3 dots icon
  • Select Set Email Response For Google Reviews
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  • Select the template from the drop-down menu
  • Click Preview to preview the template
  • Click on save
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  • Once the email message template is set, the following message will be displayed:
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  • You can also update the template when required.

 

Note: The email response for Google Reviews can be accessed by Admin ONLY.

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