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How do I create a communication template in Funnel?

If you find yourself sending the same communication over and over, creating an email template can save you a wealth of time and resources! Simply head over to the 'communications' tab within Funnel and select ‘templates’ at the top of the page.

 

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From here, click the ‘create template’ button and give your new template a name. Jump into the text editor to write your email and add any documents or attachments. When you’re finished, hit the ‘save template’ button. This template will now be ready to go whenever you need it.  

Remember, there are two template types: 'event' and 'lead'. This selection will dictate where that template is available in your system, for example, if you're sending an email from the events module only your event template types will be available. It also impacts which personalisation tokens are available to use throughout your email. If you select Event as your template type then event specific tokens will be available. 

 

For more information, please contact Digistorm Support at support@digistorm.com

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