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 Text template that can be used for Customer Campaigns only. This video demonstrates building both 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