In the Email Templates tab, you can create your own email templates that can be sent to your prospects.
Below you will be shown how to create an Email Template.
- In the TruCadence » Email Templates tab, click on the Add a Template button.
- After the Add Email Template window pops up, enter the required details such as Name, Subject, Category, and Body of the email.
You can format the Email body content as needed using the formatting toolbar.
You can add attachments, links, business videos, etc.
NOTE: You can find the Video icon in the formatting bar. If it is not available then please contact ConnectLeader Support to enable this for you.
Use the Mail Merge option to fetch and display the individual recipient’s information, when sending emails.
You can send a Test Email to your registered email address (as configured in the Settings tab » Email Settings); click on the Send Test Email button.
NOTE: Before sending a Test Email, you can view the registered email address by hovering your mouse on the Email icon next to the Send Test Email button.
If you wish to send a test email to an alternative email address (other than your registered email address), click on the Email icon. This will launch the Alternate Email Id - Send Test Email window. Enter your alternate email address in the Email Id field and click Change Email Id. The test email will be sent to your alternate email address.
When no Email account is configured in the Settings tab then the message ‘Your Email Account is Invalid. Please update your information’ will be displayed when the mouse is hovering on it.
If you click the Send Test Email button without prior configuration of your Email account, the following alert message will be displayed. Click OK to close the message and navigate to the Settings » Email Settings tab to configure your Email Account.
- Click Save to save the email template.
Please refer to TruCadence – User Guide for detailed information on Email Template creation.
Please contact ConnectLeader Support for any questions at firstname.lastname@example.org or 603-952-2505.