The objective of using Account Engagement is to personalize our emails.
Email Templates
Finalized text and HTML email content that is made available for one or more uses: one-to-one emails, auto responder emails, list emails or engagement studio programs.
To access email templates, navigate to Account Engagement Email -> Templates
Email Templates: Building
Under the building tab, you can find other tabs that lets you personalize your email:
Editor: You can use the WYSIWYG editor to create or update a template.
HTML: Lets you access the email’s source code. Any edits you made on the editor tab, will be automatically translate to HTML.
Preview: This tab lets you test your email template as a prospect. If you’re using merge fields, it will turn those fields into valid information coming from your prospect.
Text: Lets you sync any updates made on the editor tab into text to have the plain text version of an email.
Email Templates: Testing
This is one of the most important parts of the template creation, since you don’t want to send any emails without testing them and having your internal team QAing them.
The options you have are:
Send to Test Lists: Lets you send the email template to any internal test list
Send to Individual Emails: You can send the email to specific email addresses
Rendering Tests: This is only available on certain Account Engagement editions, it lets you see your template on different email clients.
Email Templates: Sending
This section lets you set up your sender and subject.
From: Specific User, Assigned User, Account Owner, General User
Subject: You can add merge fields to your subject if needed.
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