Follow-up Email Templates
Provide your agents with plaintext email templates they can use to send quickly and efficiently send email from the Tenfold UI directly to their caller. Agents can navigate to the "Profile Tab" in their Tenfold Dashboard to create up to four different email templates. Although Tenfold does not track these emails, agents can BCC you or you may leverage your own email tracking and logging software in conjunction. When Follow-up Email Templates is enabled, agents see a small envelope displayed in the Action tab toolbar. Click the icon to display the various template names and preview each. Select the template you would like to send to your customer and Tenfold will open your mailing application, allowing users to make final edits prior to sending.
Templates under Dashboard Profile
Users have four templates they can edit under Profile in Dashboard.
Templates in the Tenfold UI
To use the templates in the UI:
- Click the envelope icon on the Actions tab.
- Select the template that you want to use.
- NOTE: Only configured templates display in the list.
- Preview the template in the Tenfold UI. If it is the one that you want to use, click Send.
- An email opens in your email client.
- Finish writing the email and send it when you are ready to do so.
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