To begin crafting these templates, simply head to the templates page located in the marketing section of your account.
Click on the 'Add Template' button, which you'll find at the top right of your screen.
This will allow you to choose between an email or text message template. PLease note that all text templates created take 24 hours for system approval.
You can then proceed to give your template a title , craft a subject line , and compose the main body of your message.
Additionally, Closewise offers the functionality to insert various placeholders, such as your client's name or your contact details, into the message.
After you've meticulously assembled your template, don't forget to hit 'save' to store your work.
From the main templates page in your account, you can effortlessly monitor the status and specifics of each template you've created.
This section allows you to check whether a template is verified and ready for use , make any necessary edits to the template, or delete it from your list if it's no longer needed.
Leverage these templates on your client CRM page to dispatch messages to either all clients or targeted groups. Utilizing these templates is key to sustaining relationships and proactively seeking re-peat business. And just like that! you've improved your business and increased your chance for opportunity
