Here is a step-by-step guideline for importing an email template into the Cadence Steps:
1. If you want to import an email template in an existing cadence:
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In the cadence steps, select the edit button
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In the email step, click on the import template button
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Choose the email template you want to import and click on it
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Click the Import button
2. If you want to create a new cadence:
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Click on the New Cadence button
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Follow the steps to create a new cadence
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Create an email step
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Click on the import template button
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Select the appropriate email template and click on it
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Click the Import button
Remember to follow these steps carefully to ensure that you are able to import the email template correctly.
To use the test mail feature after importing an email template in the Cadence Steps, follow these steps:
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In the email step, click on the "Send Test Mail" button.
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In the "To" field, add the email address of the recipient you want to send the test mail.
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Click on the "Send Test Mail" button.
This feature is used to test whether the template you have created is functioning correctly. It allows you to send a test email to a specific email address to see how the template looks and performs. This can be helpful for ensuring that the template is ready to be used in a live cadence.