Email Library – Adding Templates to Email Library

1. Feature Overview

LeadSquared allows you to create email templates and reuse them for one-to-one emails. This reduces the time taken for creating emails, each time you want to send a one-to-one email to your Lead.

2. Adding Email Templates to Email Library

To add reusable email content:

• From the LeadSquared homepage, go to Content>Email Library. The Email Library window appears.
• Click Add Email Template. The Add Email Template pop-up box appears.

Select the required option from this pop-up box and you will be redirected to the corresponding email template editor window.

Here you can create the email content you would use for sending one-to-one emails. The email template editor is the same as one present in the email campaign feature.

• Click here to see how to use the HTML email composer.
• Click here to see how to use the Text email composer.

After you create the content:

• Save the content as Draft, if you want to make changes to it.

or

• Save the content and Publish it to use for one-to-one emails.

Note: Only published Email templates can be reused.

3. Actions Available in Email Library

The following actions are available in the Email Library window –

• Publish – Allows to publish the email templates in draft status.
• Unpublish – Allows to unpublish email templates.
• Edit – Allows you to edit email templates.
• Delete – Allows you to delete email templates.
• Preview – Allows you to preview email templates

4. Other Features Available in Email Library Window

Import Sample Emails – Allows you to import sample email templates to the Email Library.

Select the templates and click Import.

5. Using Email Content for One-to-One Emails

Once you publish the email content, you can use the content when you are sending a one to one email.

• From the LeadSquared homepage, go to Leads>Manage Leads. The Manage Leads window appears.
• Click on the icon against the desired lead. Then, click on Send Email.

The Send Email window appears. Use the Use Email from Library drop-down list to reuse the content from the email library. Only published email content will be available in the drop-down list.

Any Questions?

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