Templates can be created/edited from the "Email Templates" tab in your Lodago account and then accessed from your CRM/software.
- Go to the "Email Template" tab in your Lodago account
There are only a few steps to learn how to create or modify a template
- You can continue this tutorial by watching this video,
- Or by following the rest of the listed steps below this video.
- Create a template by clicking on the "Create a template" button
- To modify a template, use the "Modify" column (see below)
You can modify the main information of your template with this column.
- Save your changes by clicking on the "Save changes" button.
Don't forget to save your changes. If you have changed your mind, simply click on the "Undo changes" button next to the "Save changes" button.