To add Enquiry campaign templates in Email, please follow the steps given below:
Step 1:
To add Enquiry campaigns templates in Email, go to the connect on the modules
palette, select Email module and then select Enquiry Campaign Templates under Email menu.
(Connect->Email->Email->Enquiry Campaign Templates)
Step 2:
First we have to add the templates by selecting the View Templates option. Then, click on
+Template option. Fill in the details like Email subject, fields and Email body then click on Save.
Step 3:
Click on the +Add Campaign option. Then, the details to be filled will appear.
Step 4:
Fill in the details like branch, class,template name, campaign name and select no.of days after Enquiry date
and schedule time.
Step 5:
After filling all the details, click on Save option. Enquiry Campaign will be added.