Creating a Starter Kit Email
Save time and effort by creating a pre-defined welcome email campaign
Email kit – setup at petition template level
Setup>Knowledgebase>Petition Templates> Seelect a template
Starter Kit Email
Peitioner = employer or individual who is the primary beneficiary
Beneficiaires is who is receiving the service requested
Add – Create email template or copy/paste from your existing templates to create a new template.
Attach email template – Create email template first
Ask client – do you want to set up an automatic email to send out when a case is created? Do this first.