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Everything you need to know about ServiceMonster.
Everything you need to know about ServiceMonster.
Using email templates is an easy way to maintain contact with your customers from the initial call all the way through to the follow-up marketing. The templates are extremely versatile: they are a blank canvas you can use to convey any information you’d like (job confirmation, reminders, thank you’s, etc.), they can be branded to your company, links to your website and social media channels can be included, and data tags can be added (which will make your life infinitely easier!).
In this training we’ll teach you:
What are Email Templates?
Email templates are used for automation and consistency when working with customers. Having Email templates already set up in the account make your everyday tasks go by much quicker.
Let’s look a litter closer at the different types of templates…
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Composing content that is engaging to your customers will help to draw them in and respond to your message. Spend some time determining what you would like to include for your content. Think through some of the elements that need to be included. For example, an email could contain:
To create an Email Template:
4. Enter in the following information in the header of the template:
5. Enter the Subject: This will be what your client sees– let them know it’s from you and what it’s about. The goal is to get them to OPEN the email.
The editor has many options and buttons as follows:
What is it? | What does it do? | |
---|---|---|
Image / Hyperlink Manager | Use to add photos and links | |
Font Settings | Customize the look and feel of the fonts | |
Data Tags | Add fields that will populate from account information when the campaign is run | |
HTML Editor | Code using HTML |
1. In the Email Content section, click on the icon to open the Hyperlink Manager.
2. Enter the information for the link in the dialog box.
URL link to website
Link Text description of link
Target choose where the link will display
3. Click Ok to insert the link.
What Data Tags are used in Email Templates?
Incorporating Data Tags can add that personal touch. Data tags pull information from the account or schedule information so you don’t have to manually fill it in, but still customize the email for the client. Customizing it for the client makes them feel important.
Click here to see the entire list of Data Tags: http://www.servicemonster.net/support/what-data-tags-are-used-in-email-templates/
There are several different places where you can send emails to your customers from within ServiceMonster.
From the Schedule Job Board
An easy way to see a list of upcoming job, for sending job confirmations, is to use the Job Board view. Clicking on the time on the left hand side will open the Job Box where you can send an email.
Can I attach a .PDF to an email?
If you want to include attachments or images to the email, read the following article: How do I include attachments in an email?
When you write an individual email to a customer, if you decide that you really like it and would like to use it again, simply click on the Save as Template button at the top of the email popup window, and give the template a name. You’ll then send your current email and the next time you click to load a template, you’ll have yet another option!