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:

  • file attachment. Supported types: pdf, doc, docx, xls, xlsx, ppt, pptx, csv, txt, rtf, ods, odt, html, zip, 7z, rar, mp3, mp4, wma, mpg, flv, avi, jpg, jpeg, png, gif, epub, fb2
  • inline images
  • 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 the Templates tab

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 editing bar
  • Add HTML tags
  • Use RevenueGrid merge fields
  • Add an attachment to your template using button on the bar.
  • Add an inline image to body of your Template by using button on the bar. You may include an image from your local computer or from the Web by pasting in a link.
  • Click Save template

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