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 Trouble Shooting Why am I waiting a long time for a call

 This can be due to multiple reasons so lets go through them: You may have your dial rates set...

Predictive Dialer How do I add user phone book numbers for transferring calls

Entering numbers into your phone book simplifies transferring calls. This will need to be done...

Predictive Dialer Why do agents show up as unknown in the Agent Monitor tab

If your agents are showing up as a status of "unknown" this is because they have not taken a call...

Predictive Dialer How do I Transfer or do a 3-Way Conference Call?

For both the Transfer and 3-Way transfer options you will want to add numbers to each agents...

Predictive Dialer How do I add import upload numbers contacts leads to a campaign

Step #1 File FormatThe dialer requires your contacts file to be in a .CSV-MSDOS format.We do not...