The Activity Feed is a customer relationship management tool that allows you to add notes, tasks, activity logs, files, tours, and events to different records in Kube. You can also use the Activity Feed to send an email to a member, lead, or contact.
When you send an email from the Activity Feed, you can use existing custom email templates, or you can enter your own text into the email body field. This article discusses adding an email template to use when sending Activity Feed emails. For more information about sending Activity Feed emails, see Sending an email from the Activity Feed.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To add an email template for Activity Feed emails
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Email Templates in the side menu and select the Custom tab.
Click the Add button.
Complete the fields. For field descriptions, see the New Custom Template Fields Screen Reference at the end of this article.
Click Save.
TIP: The next step in the Kube system setup process is to choose the default From address on emails. For more information, see Setting default email template options.
New Custom Template Fields Screen Reference
Template | Enter the name of the template that will appear in Activity Feed drop-down selectors. |
Subject | Enter the email subject line. |
From | Enter the name that you want to appear as the sender. You can enter an email address or use the [Internal User Name] or [Operator Name] tokens to automatically populate the field. |
Reply To | Enter the email address you want user replies sent to. You can manually enter an email address or use the [Internal User Email] or [Operator Email] tokens to automatically populate the field. |
CC | If there is an additional email address you would like to receive the email, enter it here. The member, lead, or contact who receives the email can see this email address. |
BCC | If there is an additional email address you would like to receive the email, enter it here. The member, lead, or contact who receives the email cannot see this email address. |
Content | Enter the email body text.
NOTE: You can include tokens in the body of the email that pull in specific and customized data based on the user the email is being sent to. If you have an email signature configured in your Personal Profile, you can add the [Internal User Email Signature] token into the email body to include your signature. For more information, see Email template token list and Creating your email signature. |