This how-to walks you through building Customer General Group Types.
• Customer - General templates can be in the form of an Email template that can be used to send to existing customers or a text template that can be used for Customer Campaigns. This video demonstrates building and sending a text via customer campaigns.
Customer - Campaign(Automated)
Email template that can be used for an automated campaign
Customer - General
Email or Text template that can be used to send to existing customers from the customer level
Notification - Job Campaign
Email or Text template that can be used for Job Campaign only
Employee - Employee
Email or Text Template that can be used to send to employees
Lead - Contact
Email template that can be used to send to leads we have in the system but have not been quoted yet
Lead - Follow Up
Email template that can be used to send to leads we have in the system and have quoted but not booked, so we need to follow up with