How to create an email template for the Email Center - Spotter V2

Created by Andre Greiner, Modified on Tue, 21 Mar, 2023 at 11:03 AM by Andre Greiner

The purpose of the templates is to optimize the work routine of Spotter users, as it makes it possible to save standard e-mails that are sent to customers. That way, you only need to configure it once, save it and use it whenever necessary.

Follow the steps described below to learn how to create templates for the Mail Center quickly and easily.

1 . Log in to the Exact Spotter page with a manager account.

a. Enter your email and password, then click Sign In.

2 . After login, access the menu Settings > Manage Emails and Templates

3 . Click on “ CREATE TEMPLATE”

4 . Define the name of the template, the subject and the text of the email that will be sent to the customer.

5 . Then just click CREATE and your template will be created.

It is also possible to insert a ''clickable'' image in the signature, an image that when the recipient clicks on it, he is directed to a web page that you configure.

This is done by HTML code, and below we provide a model and script on how to configure it:

1. When you click on Create Template , you will see the screen below, with the Convert to HTML option :

2. The screen below will be displayed, which you can delete the code that came by default if you wish:

3. Copy the code below and paste it into the Create Template screen and make the necessary url replacements:

It should look like the example below:

That done, just click directly on CREATE (without converting the html in the button).

If you need to have texts next to a clickable image, you need to create the entire template in HTML, and follow the same step by step above. In this case, if you don't have HTML knowledge, the ideal is to talk to a developer or your IT to assist in the development of this template entirely in html.

Ready! Your Email Center template is now created!

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