How to Create an Email Template in REsimpli
Step 1: Open the Manage Templates Page
Go to Settings in the lower-left corner, then select Manage Templates.
Step 2: Add a New Template
Click Add New in the upper-right corner.
Step 3: Enter Your Email Information
Add the email address you want to use as the From Email Address.
Replies from leads will be sent to this email address.
Step 4: Verify Your Email Address
If this is your first time adding the email address, complete the one-time email verification process.
Step 5: Create the Template
Enter:
Template Name
From Name
Email Content
Step 6: Save the Template
Click Save to make the template available when sending emails to leads.
Step 7: Contact Support if Needed
Use the Help Desk icon for live chat, email, SMS support, or to schedule a support call.