Hi All, I am trying to publish various approved email templates to Sales Insight so if the sales people want to send a note to their prospect, they can select letter head if they wish to. I learned how to publish emails to Sales Insight but cannot figure out how to publish the templates. Thank you in advance.
You will need to create emails with the different templates and enter a note that the rep needs to modify the text prior to sending. I would place all of your emails within a "Email Template" folder in Design Studio to keep them together.