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Hi,
I wonder if someone knows the answer to this.
We have several worksflows going out to customers using email templates in CRM that are 100% standard looking - so just plan text and some links.
If I wanted a nicer template from Clickdimensions, could that be done easily?
Thanks in advance
Maria
Hi,
I'm assuming you've got Clickdimensions installed on your current CRM environment and looking to use a template created by Clickdimensions in your workflow like how you would send a email template via a workflow. It is possible. You can read more on how to do this below:
support.clickdimensions.com/.../115001161654-Send-a-ClickDimensions-Email-via-a-CRM-Workflow
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