In this article, you will learn:
- Accessing Email Template
- Edit Email Template
- Using Email Template
- Adding a template manually
- Adding a template using Template Builder
- Adding a folder
- Sharing Email Templates
- Select All agents in Template Share
- Copying a Template
- Sending a template yourself
- Template notification to the agent.
- Agency folder for the templates
- Send to more in email templates
- Templates have a New Look
Email Templates are a smart and easy way to standardize communication internally and externally. InsuredMine provides a broad category of an email template, which can be used as-is or modified as needed.
Templates have a New Look
All the folders are displayed on the left panel. If you click on any folder all the templates in the folder will open on the right. The search option is provided at 2 places, one at left side and another on the top right.
Accessing Email Template
- Click on Engagement in Left Navigation Bar.
- Select the Templates box from the bottom of the page.
- The next Screen displays all folders with Email Templates. On this page, you can edit, update, delete or add any new templates that can be used in Email Campaigns, Automation, or Work Email.
Edit Email Template
To edit an email template, select the template you want to edit,
- Click on 3 dots on the right side
- Click on option Edit and it will open up the editing page for the template
- Check out different buttons and their functionality for editing the template
Using Email Template
- Email templates can be when sending an email
- Click Select Template or reply option to respond to an email using a template
- Select a specific email template from the drop-down menu
Adding a template manually
- Go to Engagement and click Templates.
- Click All (marked as 1 in the image) under the folder tab or any other folder name to which you wish to add the template. (Note: In case another folder doesn’t exist, create a folder as mentioned in the next segment)
- Click Add template (marked as 2 in the image below).
- In the pop-up,
- Select template type(Email campaign, Workflow automation, Work email or text message),
- Template Title,
- Subject,
- Add email body content that you want to templatize
- Click Submit.
Adding a template using Template Builder
Adding a folder
- Go to Engagement and click Templates
- Click Add Folder on the left side.
- In the Add Folder pop-up, type the folder name and click Save. The added folder can be seen on the left window panel.
Sharing Email Templates
Create and share email templates with other team members within the Agency.
Follow the steps below to share email templates:
- Go to Engagement from the left navigation bar
- Click on Templates at the lower section of the page
- Select the template you want to share
- Click on the ellipses (…) and select the share feature.
- On the sidebar screen select all Agency members individually with whom you want to share this particular template.
Select All agents in Template Share
Follow the steps mentioned below to share a template with all agents:
- Navigate to Engagements>Templates
- Go to the template you want to share and click on the
ellipses (…) and select Share. - On the Sidebar screen, you will notice the Select All option at the top. Mark it and Click Share to circulate it among all agents.
Copying a Template
Follow the steps below to copy email templates:
- Go to Engagement from the left navigation bar
- Click Template at the lower section of the page
- Navigate to the template you want to copy
- Click on the ellipses (…) and select Copy
Sending a template yourself
It’s always a good idea to check the templates to make sure they look as you want them to look. You can send a template yourself to do just that. Once you are satisfied, you can continue and save or go ahead and make the edits needed.
- Go to Engagement from the left navigation bar
- Click on Templates at the lower section of the page
- Navigate to the template you want to send to yourself
- Click on the ellipses (…) and select Send to Myself