Email Library – Adding Templates to Email Library

| by Sandeep

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.

Add Email template

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

Actions1

actions 2

 

4. Other Features Available in Email Library Window

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

import templates

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 Action Icon 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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