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How to Manage RevenueGrid Email Templates

[The article is work in progress]

RevenueGrid message Templates serve are used for facilitating and automating creation of email Sequence steps. A template is a typical message used at a single step of an engagement/nurturing campaign or research survey.

Every RG user within an Org can contribute templates to a shared template pool, so others will be able to make use of them in their own Sequences.

RevenueGrid Templates support the following features:

  • full support of standard HTML tags, which you can use for creating rich HTML layouts
  • Salesforce and RevenueGird merge fields; these allow addressing different companies with the same RG template: the merge field placeholders will be automatically replaced with relevant CRM data
  • possibility of team collaboration on creating and developing templates

 

To create or edit a Template:

1. Open RG Templates pane

2. Click Add template

3. Fill in the template’s fields:

  • Name: enter a unique name used to refer to the template
  • Sharing: set use permissions

  • Private to owner: if you want to keep the template for own use; RG Admins will also be able to view it

  • [the default selection] Other can only see it: created template will be viewable by other RG users in your Org. At that, they will be able to clone it for their own use
  • Other can see and use it: created template will be viewable and editable by other RG users in your Org
  • Subject: set the email template’s Subject line. You may also insert Salesforce and RevenueGird merge fields into it to make it match a specific prospect
  • Template body: design your email template’s text using the standard text formatting toolbar, HTML tags, and RG merge fields
  • Click Save template

After you have created a template, you (or your colleagues) can use it it for an email Sequence step.