LeadsWithDemos Documentation

Email Template Tab

Email Template Tab

The Email Template Tab within the Email Builder section of LeadsWithDemos is a vital resource for accessing and utilizing pre-designed email templates. This feature provides a range of ready-made templates tailored to various communication needs and scenarios, such as welcome emails or detailed messages about demo access.

Each template offers a professionally crafted layout and structure, ready for personalization to align with your brand and specific messaging needs. These templates are created to facilitate time-efficient email creation while maintaining a consistent and high-quality aesthetic across all your email communications.

To use a template, simply select your preferred design from this tab, and then copy it to the Email Tab. There, you can customize it further with your own text, images, and branding elements, thus optimizing the process of creating impactful emails.

Within the Email Templates Tab, you will find the following features.

Search bar

The Search Bar in the Email Templates Tab allows you to quickly locate specific email templates by name or category. This feature is particularly useful when you have a large collection of templates and need to find one efficiently.

Simply type in a keyword or phrase related to the template you’re looking for, and the search results will display relevant matches, making your template selection process faster and more streamlined.

Details table

The Details Table within the Email Templates Tab of LeadsWithDemos offers a comprehensive overview of the available email templates. It organizes important information to assist you in your selection process.

Created Date

Indicates the date when the email template was initially created. This helps in tracking the origin of each template and organizing templates chronologically.

Name

Lists the names of the email templates, making it easy to identify the one you need.

Category

Indicates the category each email template falls into, helping you understand its intended use or context.

Last Update

Refers to the date when the email template was last modified. This ensures that users are aware of the most recent changes, keeping the content up-to-date and relevant.

Actions

Features functional options like ‘Copy to Email Tab.’ This action enables you to swiftly select an email template and move it to the Email Tab for further personalization and editing.