Marketing -
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
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