Email Templates provide five main actions: Edit, Send a Test Mail, Share, Duplicate, and Delete. These actions allow users to customize and manage their email templates as needed.
1. Edit: Only the user who created the template has access to this feature, and they can edit the template name, subject, and body.
2. Send a Test Mail: The owner, Sales Manager, and Admin have access to this template and can use it to send a test mail.
3. Share: The owner, Sales Manager, and Admin have access to this template and can share a copy of it with another user. The Sales Manager and Admin can also share a copy of the template with others at different levels such as personal, group and company templates.
4. Duplicate: Only the owner of the template can create a duplicate of a template.
5. Delete: Only the owner of the template can delete a template.
It is important to note that different users have different levels of access to these actions, depending on their role within the organization.
Frequently asked question
- Q. What are the main actions available for Email Templates in Ringover Cadence?
Ans: The main actions available for Email Templates in Ringover Cadence are Edit, Send a Test Mail, Share, Duplicate, and Delete.
- Q. Who has access to the Edit feature for Email Templates in Ringover Cadence?
Ans: Only the user who created the Email Template has access to the Edit feature in Ringover Cadence.
- Q. Can the owner of an Email Template in Ringover Cadence share it with another user?
Ans: Yes, the owner of an Email Template in Ringover Cadence, as well as the Sales Manager and Admin, have access to the Share feature and can share a copy of the template with another user.
- Q. Can the Sales Manager and Admin share a copy of an Email Template with others at different levels in Ringover Cadence?
Ans: Yes, the Sales Manager and Admin can share a copy of an Email Template with others at different levels such as personal, group, and company templates.
- Q. Who has access to the Duplicate feature for Email Templates in Ringover Cadence?
Ans: Only the owner of an Email Template in Ringover Cadence has access to the Duplicate feature.
- Who has access to the Delete feature for Email Templates in Ringover Cadence?
Ans: Only the owner of an Email Template in Ringover Cadence has access to the Delete feature.