Creating a Message Template

CREATING A MESSAGE TEMPLATE

From the main menu > Select Settings > Click on Message Templates

You will see a list of existing Active templates.

To Add a new template, click on the plus icon

To Edit an existing template, click on the pencil icon

Click on the + icon to add a new temple and a Screen will populate to the right.

Name:  The template name will not be seen by the Lead. It is a quick reference to know what information it contains (i.e. unclosed Estimate)

Subject:  The subject is viewable by the Lead and will be what appears in the Subject line of the email

Message Type: 

Select HTMLEmail for all email templates.

Select Autodial for autodial templates

Select Letter for Letter templates

Select SMS for texting templates

Notification Type:  Select Customer Email for all email templates.

Body: Write in what you want the customer to read.

 All emails should end with a signature.  You can use the Tag [User.Signature] to make sure the person who is logged into CLEO has their signature in the email.

Click save when your email is complete.