Find our practical guide to writing effective emails using an email template.
Step 1: Access the Conversations Section
Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left-hand menu, navigate to the conversations page by clicking on "Conversations".
Step 2: Select the Relevant Client
Find and click on the name of the client for whom you wish to write an email. This action will allow you to start a conversation.
Step 3: Using a Template in an Email
- Click on the "Email" tab: In the conversation box, click on the "Email" tab.
- Click on the "Insert template (Snippet)" option: While on the page where you are creating the content of your email, click on the "Insert template (Snippet)" option to insert a template.
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Select the template: A new pop-up window will appear where you can select the desired template from the dropdown menu.
⚠️ It is important to select SMS or email depending on the type of message you wish to send.
Step 4: Additional Customization
After adding the template to your email, customize the email content according to the specific needs of this communication. You can add other elements, adjust the text, etc., before sending your email.
By following these steps, you should be able to easily insert a template into an email to communicate effectively with your recipients in Centiva CRM. Make sure to customize each template according to the specific requirements of your emails to maximize their impact.