Knowledge

Email Templates -> Email 

1. Email Template 

The Email templates screen is used to create and manage email templates

The data at this screen is used for the Emails screen in the Channel menu

- Step 1: Select the Settings menu -> Select the Email templates screen -> Select the Add function included in the screen

- Step 2: The system will display the Email Template screen -> Proceed to enter the necessary values

- Step 3: After saving the information successfully, the system will display the information screen and sample design screen -> Select the Add Country function in the Preview tab screen

- Step 4: The system will display the Country screen -> Fill the Country to design Email Template (The system will send emails to Lead according to the designed Country)

- Step 5: Then select the Design function -> The system will display a screen containing the functions to design the Email Template -> Proceed to drag and drop the functions available on the screen -> Select Save to save the operation

- Step 6: After the design is complete, select the Clone Design function to copy the newly designed email template to another language but have to redesign it according to the selected language

2. Email 

Emails are where you can create, edit, manage, and customize your interactions with customers

Email when running the campaign will be sent to the Lead or Main Contact of Clients

Email will be based on the Country of Lead / Customer and send Email in the previously designed language. Note: Country must be entered as text
The email content will contain an Unsubscribe function, if the Lead/Client chooses this function, then the system will not send a notification to this Lead/Client's Email address

- Step 1: Select the Channel menu screen -> Select the Emails screen -> Select the Add function included in the screen

- Step 2: The system will display a screen containing the relevant fields -> Enter the necessary values

* Explain

  o   Information Tab screen:

·        Subject is used to enter subject for Email

·        Internal name is used to enter the content of the email

·        Description : Detailed description of the email

·        Language: used to select the language of the authentication message. can be English or Vietnamese or another language.

·        Category: data taken from the category setting screen of item 1.1 with type Email

·        Email Template is used to select the Email template. This field data is taken from the Email Templates screen of section 1.3

·        Color: choose a color that reminds you to sort and search later.

·        Published: If Yes is selected, the generated Email will be displayed in the Campaign screen for use

  o   Advanced Tab Screen

·        The Attachment field is used to select attachments.

- Step 3:the system will display the information screen and sample design screen -> Select the Add Country function in the Preview tab screen

- Step 4: The system will display the Country screen -> Fill the Country to design Email (The system will send emails to Lead according to the designed Country)

- Step 5: Then select the Design function -> The system will display a screen containing the functions to design the Email -> Proceed to drag and drop the functions available on the screen -> Select Save to save the operation

- Step 6: After the design is complete, select the Clone Design function to copy the newly designed email to another language but have to redesign it according to the selected language