Contactually

What does assigning a Default Template to a Bucket do?

Last Updated: Jul 29, 2017 03:26PM EDT
‚ÄčAutomatically populate the message you know works best
 
Assigning a Default Template to a Bucket creates a setting so that every time you follow up with a contact in that Bucket, that Template automatically populates in the Follow-Up. The Default Template only loads for individual Follow-Ups, not in ScaleMail. It will not override a Template scheduled for that contact via a Program.

 

How to assign a Default Template to a Bucket

1. Click the Buckets tab.

2. Click the Bucket you want to assign a Default Template to.

3. Click the small Integrations & Programs tab.

4. At the bottom of the page, select a Default Template.

5. Click Save.

 

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