Customize Email and Letter Templates with Web Based CRM

Posted by Bob Walton on Thu, April 29, 2010 @ 08:40 AM

With BigContacts, you have always been able create custom Email and Letter Templates that would merge standard (core) contact information into the body of either template type.

We have recently expanded this customization to include custom fields.

You can now merge data from any custom field that you have created in our system. This new feature allows you to deliver a look of even greater personalization as you communicate with your clients and prospects, thus enhancing the overall value of the conversation you are creating with these templates.

Here is a view of where you will find the Email and Letter Template section within our system. We provide tips and techniques for you within each section.

 Customized Letter and Email Templates

Any custom data field may be used by encasing it in false. For example, if your custom field were 'Article Published', you would enter false. Make sure to enter it exactly as you have it in the system, including any spacing and capitals. 

Don't let automated emails and letters make your company look canned and impersonal. Create the custom fields that you need in BigContacts to track key information for your business. Then deliver this information automatically and effortlessly through these templates.

For more information on how to use this new feature or any other aspect of BigContacts, please feel free to join us for one of our live daily webinars. 

FREE CRM Webinar

These are 30 minute webinars hosted by one of our CRM Specialists. The lines are open for your questions. Not only will you get the answers you are looking for, but you will see how it is done within our system right there on your computer screen!

 

Categories: Announcements, Web Based CRM Software, small business CRM

Subscribe by Email