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Setting up VivoLead
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Set up media
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Mail template
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Create users
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App user training
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More features

Adjusting the confirmation mail template

Send a follow-up email with media files directly from the VivoLead app, answering to any product inquiries, your lead may have.

Log in on the VivoLead web interface and navigate to:
App settings > EMAIL TEMPLATE > CONFIRMATION EMAIL

The template is available in 6 languages and you can use the template as is, or make changes so it fits current company standards.

If you choose to write your own text (and not use the examples in the template), be aware that some elements in the template are fixed and cannot be edited or removed.

App users can also make changes in each mail directly in the app before sending it to leads.

Learn more about adjusting the mail template to your wishes in out extensive Knowledge Base.

Create custom email templates

In this section you can define the extra mail templates in any language you would need for certain customer groups or product areas.

Log in on the VivoLead web interface and navigate to:
App settings > EMAIL TEMPLATE > CUSTOM TEMPLATE

  • to create a new template simply give the template a name
  • fill out the subject field
  • fill out the body text field
  • click save

To allow certain customer values to automatically be inserted you can use the replacement token parameters to the right.

To define what language your Custom email template is in – choose a value from the drop-down language selection list on the right side of the screen.

App users can also make changes in each mail directly in the app before sending it to leads.

Logo & Disclaimer

Here, you can set the footer of the emails with your company logo. If you want a banner or a disclaimer in your mail, this is also the place to do it. 

App settings > EMAIL TEMPLATES > LOGO & DISCLAIMER

  • Press the folder icon
  • Select an image
  • Press “SAVE”

If you want a disclaimer in your confirmation email, you can write one yourself, or copy paste the example, we have made, into the ‘Disclaimer’ field.

Learn more about adjusting logo & disclaimer to your wishes in out extensive Knowledge Base.

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