To search for the list of email templates in the system, follow the steps below:
1. Go to the Design System section from the main menu.
2. Click on Emails.
3. On the emails page, you can see the list of all the templates created in the system which are associated with your team/organization.
4. Click on the sidebar on the right-hand side of the page.
5. From the sidebar, you can search for the email templates based on name, categories, tags, and status of the document.
6. If you have publishing privileges, you can also see the list of documents that are awaiting your approval by clicking on the checkbox Waiting for Approval.
To filter/search for a specific Phone call Template: Go to the menu option on the left. Click on Design System, select "Short Messages". Click on the Voice Message button to view the list of all the available Phone call templates. On the Voice ...
ACCESS SMS TEMPLATES CREATED IN THE SYSTEM To view/access all the SMS Templates created for your team in the system, follow these steps: Go to the menu option on the left-hand side of the screen. Click on "Design System" and then select "Short ...
Folders serve as a space where each team / user can store their Email designs in distinct folders and arrange them systematically. For creating a folder, follow these steps: 1. Navigate to the Folders option located in the left-hand side menu and ...
The system has three User roles, each with specific privileges. Administrators can solely view and manage the system configurations. Designers have the authority to create email templates and submit them for testing and approval. Publishers, on the ...
To rearrange sections in the email, simply place your cursor on the section you want to move, then drag and drop it into the desired position. VIDEO DEMO: