Creating Setup Email Templates

This process is very simple but can be time consuming. While we wait for the emails to be completed by the graphic designers, we will be creating the templates for each of these emails.

Head to the Content drop-down and select "Emails"

Select "Create New Email"

Open the "Simple Templates" folder and select "Drag and Drop Template"


Title the email, select "All Emails" for the unsubscribe category and select both check boxes. Then click "Add Email"

Once the email is created, Click "Save" in the top-right of the screen

Repeat the process for the following emails:

  • Welcome
  • Let Us Help You
  • Finance
  • Trade-In
  • Vehicle Upgrade
  • Parts Request
  • Service Request
  • How to choose a (VT1)
  • Where to use your (VT1)
  • Check out the latest (VT1)
  • Test Ride (VT1)
  • How to choose a (VT2)
  • Where to use your (VT2)
  • Check out the latest (VT2)
  • Test Ride (VT2)
  • How to choose a (VT3)
  • Where to use your (VT3)
  • Check out the latest (VT3)
  • Test Ride (VT3)
  • How to choose a (VT4)
  • Where to use your (VT4)
  • Check out the latest (VT4)
  • Test Ride (VT4)
  • How to choose a (VT5)
  • Where to use your (VT5)
  • Check out the latest (VT5)
  • Test Ride (VT5)
  • Thank You
  • Trade-In Reminder
  • Parts & Accessories (VT1)
  • Service Reminder (VT1)
  • Parts & Accessories (VT2)
  • Service Reminder (VT2)
  • Parts & Accessories (VT3)
  • Service Reminder (VT3)
  • Parts & Accessories (VT4)
  • Service Reminder (VT4)
  • Parts & Accessories (VT5)
  • Service Reminder (VT5)

To figure out what the unique Vehicle Types (VT) are for the dealer, head to this sheet

https://docs.google.com/spreadsheets/d/1NWHZLvGlELW68Y3-VzJ5z2g0jUIjZoPm6XM1ur_RASE/edit#gid=0

And look for column "D" for the dealer.