Overview
Manage the selected client's reusable inbox replies, dialer disposition follow-up emails, and campaign copy. In the Asked for Info template, you can add extra Cc recipients for every manual or automatic follow-up. Refresh after switching clients before working in the Disposition email templates tab.
How to use this page
Choose the email copy you need
Use Inbox templates for replies your team inserts in the inbox, Disposition email templates for dialer follow-ups during live calls, and By campaign to review copy used by each campaign.
Refresh after switching clients
If you change the selected client while this page is already open, refresh Email Templates before loading, saving, or uploading a disposition-template attachment. This keeps the tab from applying one client's templates to another client.
Configure a disposition follow-up
Open Disposition email templates, enable a call or meeting row, then choose Edit. Set the subject, body, merge fields, and sending behavior before saving templates.
Add Asked for Info recipients
Open the Asked for Info template and enter one or more comma-separated addresses in Extra Cc (optional). Those recipients are copied on every Asked for Info email, whether the follow-up is sent manually or automatically. The prospect remains the only To recipient.
Preview and save
Select Preview draft to review the rendered subject and message with representative sample values. Select Done to close the preview, then Save templates to apply approved changes to this client's dialer follow-ups.
What the buttons do
- Disposition email templates
- Opens dialer follow-up email templates for the selected client.
- Extra Cc (Asked for Info)
- Adds comma-separated recipients to every Asked for Info follow-up while keeping the prospect as the only To recipient.
- Preview draft
- Shows a local, no-send preview of the current unsaved subject and body with representative merge values.
- Save templates
- Applies the approved disposition-template changes for the selected client.