Other Prebuilt Features
Other features associated with Prebuilt
Last updated
Other features associated with Prebuilt
Last updated
Email templates allow for sending visually appealing emails. Templates are created in Email Builder. It is designed to help you create professional, personalized, and effective email templates with ease. In the Prebuilt setup, these templates are used to send daily lead reports through the connector "Email for Daily Lead Report," ensuring a structured and attractive presentation of the reports. To know more.
The above picture shows the Email template configuration for sending Daily Lead Report via connector Daily Email for Lead Activities. The data from Connector by Report generation is passed in to the template as attributes and the attributes are mapped on the respective fields and then template is added in the Email content body of the same connector. When the Connector is triggered the Template with the reports data is send to the respective email address.
The above image will show how the sample Daily Lead Report Email looks like..
Global Variables act as a data storage where we can save the variable as values against each fields. The variables that are saved here will available on flows, connectors and everywhere as attributes. Here user can store data such as API tokens, Channel IDs, Email IDs or other data which is continuously reusing in the business.
