You can notify customers of various activities at your business with the help of an email or SMS campaign feature. Here are instructions on creating an email template for utilizing this feature.
1. Log in to SalesVu.com
2. Click on "Customers" on the left-hand menu
3. Go to the "Email/SMS Templates" tab
4. You can either click the "Add Template" button on the upper right corner or the "Plus" icon on the upper left corner
5. To create an email template, enter the followings:
- "Type" - Note: it should be "Email"
- "Reply-To Name"
- "Reply-To Email"
- "Subject"
- "Body" - Note: You can use sample variables in your template, and actual values will replace the variables. Variables emerge once you click "Show variables"(Hide Variables).
6. Click "Save" on the bottom right corner.
7. Now you can create "Email/SMS campaign"