InsuredMine CRM | Optimize and Grow Your Insurance Agency

Customize email response after form submission

Now you can customize the email response that will be sent to the clients via automation once they submit the form.

 

To set the customized email response template:

  • Navigate to Forms

  • Select a form and click on 3 dots

  • Select Form Automation

 

 

  • Click on Save Template

  • Select the template from the drop-down

  • Click on save

 

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