Creating a Starter Kit Email
Save time and effort by creating a pre-defined welcome email campaign.
Email kit – setup at the petition template level.
Follow the below steps to create starter kit email:
- Go to Setup, click Knowledgebase.
- Click Petition Templates and select a template.
- Click Starter Kit Email from Petition Info.
Petitioner is either the employer or the individual who is the primary beneficiary.
Beneficiaries are who are receiving the service requested:
Add – Create an email template or copy/paste from your existing templates to create a new template.
Attach email template – Create email template first.
Ask the client – Do you want to set up an automatic email to send out when a case is created? Do this first.