Email Templates within Agentcis helps you efficiently send emails by using predefined contents for the emails that are sent frequently to multiple contacts. Such as welcome email, visa checklist email, offer letter email, etc.
To create a new email template,
Step 1: Click on the Settings icon on the top bar
Step 2: Then select Email Templates. If you don’t see this, you may not have permission to perform this action. Please contact your system administrator for this.
Step 3: Select Email or SMS for which you are creating the template
Step 4: Click on the Add button
Step 5: Input the Title for the Email Template, such as Offer Letter Received Email. The title will help to recognize the template easily
Step 6: Input a Subject for the Email Templates.
Step 7: Please use the Placeholders to input contact information in the email. These placeholders ensure Agentcis replaces these placeholders with the correct title when sending the email to your contacts, such as first name, last name, visa expiration date, and others.
Step 8: Input a message in the Body section, you can also use Placeholders here.
Step 9:File can also be attached to the email template if required. For this select “Add Files”
Step 10: Click Save to save the Email Template.
