Creating and Cloning Follow-Up Email Templates
Follow the written instructions below or watch this video to learn how to make your email follow ups more efficient https://cloud.pingdex.app/x9fKYQ6x
- Hover your mouse over the Contact List you want to create a template for. Three dots should appear to give you more options– click on them.
- You will have multiple options to choose from; choose “settings”.
- Scroll down to “Follow Up Email Templates”.
- Create a new template or clone an existing template as shown below.
- Fill in the required information, Name and Body, then click save.
5a. By using the template variables (such as {{firstname}} and {{lastname}}) you will be able to customize templates based on who you are sending it to.
5b. By toggling on “Shared template”, you will make this text template available to all Contact Lists and all other members of your organization on Pingdex.
5c. Click "Rich HTML Email" if you wish to send html formatted emails. Please note, you will need to install and enable the Pingdex chrome extension for HTML emails. Read this help doc for installing and enabling the Chrome Extension.
- Your new template should be available in your text template list and be available to use.