Different types of Templates available and how to use them

ConvergeHub provides a series of templates that you can use in the course of communicating with your leads and customers. These templates are predefined mail formats built for the following themes:

• Business
• Seasonal Holiday
• Newsletter
• Press Release
• Announcement
• Business Letter
• Card
• Reminders
• Invitation
• Offer-based
• Promotion
• Events
• General
• Mobile-Friendly
• Inspirational.

You can edit the predefined templates to suit your specific requirements.

How to Use the Templates?

To start, go to Marketing from the menu on the left and click on Templates. Once you’re on the template listing page, you can create a new one by clicking the button in the top-right corner. The Add Template page will open, where you can fill in the necessary fields.

• Add Template Name: Fill the Name field.
• Template Type: Choose the template’s purpose, such as Email, Invoice, Direct Mail, or Agreement.
• Template Category: Select a template category from the dropdown menu.
• Add Subject: Create a subject line for your template.
• Insert Variables: Select the modules to whom you want to send the template to.
• Insert: Select the variable that you want to add in the Template Verbiage. Click on   to add the variables in the body of the Template.
• All Categories: Select the predefined Template category. Choose any one of the template designs under the selected category and click on Apply.
• Edit/Modify: Edit the Template layout as per your business requirement.

  

• Assigned To: Assign this template to your team member.
• Attach New File: Attach a separate file if required.
• Create Thumbnail: Check this box to enable the thumbnail.
• Save: Click Save to confirm, or Cancel to exit without saving.