Predictive Dialer How do I set up user email templates to send emails

The dialer supports one-click email sending in HTML format, no attachments are allowed you must use hyper links to saved content if you want a recipient to download something from the email.  

Step #1 To set up a email template you must click on the Settings Tab. 

Step #2 Select the Setup Email Templates button

Step #3 Enter a Name for the template you are creating
- Enter all or part of the email content in the content box and select Add Email Template
- Enter the Send From email address 
- Click Done
Once you've created your template you can click on the name of the Email template to edit it. 



Now when an agent is on a call and viewing a lead from the Contact View Tab the Send Email button will be clickable.  



 Select the Send Email button and choose the email from the list of email templates you have created.

  • 2 Users Found This Useful
Was this answer helpful?

Related Articles

Predictive Dialer Connection Method - SIP/Soft Phone Xlite Settings

This method of connection is suggested if you do not have or do not want to use a land line phone...

Predictive Dialer Connection Method - Dial In

Connection Method Dial-In This method of connection to the dialer is available and should only...

Predictive Dialer How do I record and listen to calls made by the dialer

In order to record calls made by the dialer from a campaign you must enable the Record All option...

Convert an excel file in .xls to .csv file Windows

How to convert a .xls file into a .csv format file If you dont have Excel you can use a Free...