Places to Insert Text and Email Templates
Once you've crafted your Email and Text Templates, you can easily incorporate them into your outbound communication efforts! 🎉 This article will guide you on inserting these amazing templates into the new email and text tools in contact records, pipeline deal cards, quick actions, and automation tools within the system. Let’s get started! 🚀✨
Places to Create an Email Template On the FlyPlaces to Create a Text Template On the FlyHow to Insert a Template in Quick ActionsHow to Insert a Template into a Pipeline Deal CardHow to Insert a Template in Contact RecordHow to Insert an Email or Text Template for Bulk ContactsHow to Insert a Template into an Automation