Creating Email Templates
Admin can create ready to use email templates for the team, so team just need to select the template while sending the email communication.
Step 1 : Click on Settings Panel in the left hand side.
Step 2: Select Email Template & Click on Add Email Template Icon
Step 4: Below window will be open, Select Advanced Template Builder and Continue for Create Email Template as per your requirement.
Step 5: Name Template, Set Subject, and Adjust Visibility.
Use the right sidebar to drag and drop images, headings, buttons, and social icons. Design your template to meet specific requirement.
Step 6: After creating a template, click on PUBLISH
You can add variables like counselors name, counselor contact number, etc in your email.
You can attach document in the email.
You can send test email to a contact number before publishing,
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