template builder Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 10:02:56 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico template builder Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Memorial Day Template in Template Builder https://www.insuredmine.com/knowledge-base/memorial-day-template-in-template-builder/ Tue, 15 Mar 2022 08:32:41 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5474 A new email template for Memorial Day has been created in Template Builder. You can send Memorial Day messages to any client/ leads of your choice. To see the enhancement: Navigate to Engagement Click on Email Template Builder Scroll down to choose the Memorial Day template Edit the template as required. Click on save to […]

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A new email template for Memorial Day has been created in Template Builder. You can send Memorial Day messages to any client/ leads of your choice.

To see the enhancement:

  • Edit the template as required.
  • Click on save to save the template
  • Once saved you will get a notification for a successful saving of the template.
  • Navigate to the Email template folder
  • Click on templates
  • Select the Mother’s Day template that you have saved
  • Click on the 3 dots
  • Now you can select either Share, Edit, Move, Copy, or Send to Myself

The post Memorial Day Template in Template Builder appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> New template in Template Builder- Mother’s day https://www.insuredmine.com/knowledge-base/new-template-in-template-builder-mothers-day/ Sun, 13 Mar 2022 08:30:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5469 A new email template for Mother’s Day has been created in Template Builder. You can send Mother’s Day messages to any client/ leads of your choice. To see the enhancement: Navigate to Engagement Click on Email Template Builder Click on Choose template Scroll down to choose Mother’s Day 2021 Edit the template as required. Click […]

The post New template in Template Builder- Mother’s day appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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A new email template for Mother’s Day has been created in Template Builder. You can send Mother’s Day messages to any client/ leads of your choice.

To see the enhancement:

  • Navigate to Engagement
  • Click on Email Template Builder
  • Click on Choose template
  • Scroll down to choose Mother’s Day 2021
  • Edit the template as required.
  • Click on save to save the template
  • Once saved you will get a notification for a successful saving of the template.
  • Navigate to the Email template folder
  • Select the Mother’s Day template that you have saved
  • Click on the 3 dots
  • Now you can select either Share, Edit, Move, Copy, or Send to Myself

The post New template in Template Builder- Mother’s day appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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