multiple templates Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 13:25:45 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico multiple templates Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Add files in templates email and text https://www.insuredmine.com/knowledge-base/add-files-in-templates-email-and-text/ Fri, 29 Sep 2023 08:00:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5442 In this article, you will learn: How to view the open tracking in the deal card: Now you can create and use email or text templates with single or multiple attachments. These templates can be further used in automated email or text campaigns, workflow, or for any communication through email or text. This feature will […]

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In this article, you will learn:

Now you can create and use email or text templates with single or multiple attachments. These templates can be further used in automated email or text campaigns, workflow, or for any communication through email or text. 

This feature will help you to create a more compact campaign. You don’t need to send several communications to provide any policy information.

Note: You can send multiple attachments that are saved as templates and along with those attachments you can also send new attachments too. Each attachment must be within the size limit of 5 MB.

Note: Now you can create and use email or text templates with single or multiple attachments. These templates can be further used in automated email or text campaigns, workflow, or for any communication through email or text. 

This feature will help you to create a more compact campaign. You don’t need to send several communications to provide any policy information.

Note: You can send multiple attachments that are saved as templates and along with those attachments you can also send new attachments too. Each attachment must be within the size limit of 5 MB.

How to create and save templates with attachments?



  • Click on send email or send text

  • A screen will open in both cases (email/text) where you need to fill in the details of the template- Add Template Title, Subject, choose from pre-saved template. signature, list whom all to send.
  • Write the template content.


  • Scroll down to add an attachment.

Note: You can either drag and drop the files that you want to attach or can click to add files. In the case of an HTML file, you can upload it by clicking on the upload HTML button.

  • Once done click Save.


Once done you will get a notification saying the email/ text template saved successfully.

To change, add or delete the attachments of a particular template, click on the template folder and then click the 3 dots and select edit. You can also move and share the template from the template list.




Whether you are sending emails from Engagement, Pipeline Manager, inside a Deal Card, or any other communication point in the portal, you will be able to access this feature.

  • Whatever content the template will have will be reflected in the email body and the attachments will be also reflected below.
  • Click to send

For creating a text template with an attachment, the process is just the same as above.


  • Once created it will be reflected in the all template section.
  • You can edit the attachments in the save text template by clicking on edit in the action section.
  • While sending a text message, click on send an email, select the template with attachment, and click Send.

Note: You can send multiple attachments that are saved as templates and along with those attachments you can also send new attachments too. Each attachment must be within the size limit of 5 MBin both cases (email/text) 

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]]> Share multiple templates https://www.insuredmine.com/knowledge-base/share-multiple-templates/ Sat, 04 Mar 2023 14:10:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23576 Now you can share multiple templates with access at one go! You need to select the templates by clicking on the checkbox on the left side and then by clicking on the share templates on the top. The single share option is also available by clicking on the three dots beside each template. To view […]

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]]> Now you can share multiple templates with access at one go! You need to select the templates by clicking on the checkbox on the left side and then by clicking on the share templates on the top. The single share option is also available by clicking on the three dots beside each template.

To view the enhancement:

  • Navigate to Engagements.
  • Click on the templates that you want to share.
  • Click on the Share templates tab on the top.
  • Select the agent’s name with whom you want to share the templates.
  • Give them access to Read or Read/Write.
  • Click on the Share button.

All the shared templates will be available under the shared folder of the agent with whom you have shared the templates.

If you wish to unshare templates, view this article.

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