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 How do I edit a users password settings privileges or defaults?

 Click on the Admin Tab bottom left of screen    Below the users name select the Edit setting...

Predictive Dialer API Zoho Forms Integration

InterCloud9 supports posting a contacts information from the dialer into Zoho Forms.You can use...

Convert an excel file from .xls to .csv MAC

How do I save the Import/Export CSV with Excel on Mac OS X? If you're using Excel on Mac OS X...

Predictive Dialer API SalesForce Dialer Integration

InterCloud9 supports web posting integration with SalesForce.  This is done through a "WEB GET"...

Predictive Dialer How do I increase or decrease the calling speed?

 Click on the campaigns tab  Click on the pencil icon for the campaign you are editing...