Intro To Rich Text Email Templates

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hello and welcome to the live stream uh

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my name is Drew and I work here in

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customer success at vibecloud and today

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we're going to talk about our Rich text

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email templates and so the format here

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is just that I'm going to give a quick

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definition of what Rich Text templates

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are by the way they're commonly referred

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to as

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RTE and then we'll be doing a demo to

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show you how to use these rich text

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templates and then at the end we're

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going to be doing a Q&A and so feel free

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to send in your questions throughout

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this live stream you can send them in at

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any time through our suite in the in the

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comment section there or in the chat

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also feel free to send them in if you're

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watching on YouTube in the chat there

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and we're going to answer those at the

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very end of this this live stream but no

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need to wait to send those in though and

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um yeah so just to kind of Define what

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we're talking about here what the

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premise is is that uh in VIP Cloud we

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have two different email template

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Builder types and one is the HTML

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Builder which is what you use for

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creating colorful uh designed templates

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so as a consumer these are the kinds of

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templates that you might receive from

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from any of the places that you do

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business with like any e-commerce

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platforms their newsletters are probably

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in this kind of very colorful

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image-based

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design uh now a rich text template is

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more like something that you would make

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in your personal like Gmail or Outlook

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something that's very text first and

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that's what this is and so it's going to

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be a very text first template but you

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can also put images through bipl you can

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put in video emails there

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and you can also uh put in attachments

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or links

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too and so these are primarily used for

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yeah like your operational kinds of

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emails and these can be sent as mass

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emails and they can also be sent as

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individual emails to people too and so

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this will save you from where you might

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be doing a lot of copy and paste you can

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just make a template and use it going

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forward and these can be used for your

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drip campaigns too so just to give you a

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couple more practical ideas of where

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these are used uh these might be used in

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sales situations like intro emails

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meeting reminders thank yous uh product

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pricing detail Pages follow-up emails

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and also any automatic email that you

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want to have just feel like it was

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personally written by you this is a

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great uh use case for this kind of a

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template

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so let's dive into the demo portion here

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and take a look at what um like how you

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can use these rich text email

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templates so logged into VIP Cloud here

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you will want to go to

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your uh to your

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emails and then

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templates and now we're going to make

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one from scratch by going to the create

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button

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and you can give it an internal

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reference title your customers will not

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be seeing

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this

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so and

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then you can give it a subject line this

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is what people will be seeing and just

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note as well that what you put in

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here can be edited later so it's okay if

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you don't have a perfect subject line

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when your first making your

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template template landing pages are

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rarely used for Rich Text uh templates

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so you can honestly ignore that and then

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here you can see what I was referencing

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earlier how you've got uh our two

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Builder types here the HTML type Builder

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and then got our Rich text right

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here all right and so now we are looking

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at the editor

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itself and you're going to see a whole

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bunch of options up here and um let's go

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through some of these most frequently

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used ones like if you want to insert an

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attachment as a trackable Link in your

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template all you need to do is first put

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the cursor where you want it to go and

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then you can click on the

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button and you'll see all of the stuff

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that you've already uploaded into your

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account and you can click on the add

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content button to browse your computer

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for any new files you want to insert and

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when you're inserting an

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attachment as a link in your in your

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email template you can kind of think of

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it as like a Dropbox or Google Drive

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link that you might be sharing with

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people it's the link itself that people

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can click on to download the

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attachment inserting images it works

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very similar you just simply put the

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cursor where you want to where you want

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the image to be added click on the

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button and then you can either browse

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your existing images or upload a new one

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same goes for inserting videos so videos

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here uh you can send video email through

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vibecloud it's a great way to make a

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personal connection through an email

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that you send to

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somebody and we' got merge tags now this

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is very commonly used in fact you can

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even see an example of a merge tag right

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here and so this is going

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to merge in the recipients in this case

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first name so you send a mass email you

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can greet Everybody by their first name

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and when we click on this you can see

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that pretty much any contact information

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you might be looking for you can find it

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here first name company name job title

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these are all going to be very commonly

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used fields that will be merged into the

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template wherever you put in that

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tag and also you can merge in your own

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user information this is especially

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useful for teams that where you might

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share a a template and then you can have

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uh everybody in there just have their

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their own you they can introduce

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themselves by name or their title of the

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company and they don't have to edit this

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template

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themselves also very commonly used is

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this signature merge tag which if you

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put in there that'll actually grab

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whatever your latest signature is that

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you've got built into your user settings

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it'll just pull that into this template

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and so that way you have a big library

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of email templates you don't have to

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update every single template just

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because you updated your signature

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because if we look here we can see my

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signature was uh automatically added to

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this

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template uh in many cases I recommend

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just putting in a signature merge tag

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and that way your email will your your

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library of emails will all be updated

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automatically and I'll show you how you

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can do that in a second

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so uh when you're making a a a template

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in here obviously this is just like

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pretty much uh drafting a Word

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document um and in most cases I

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recommend that you just draft your

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templates in Cloud wherever

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possible now if you are not able to do

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that like maybe you have a whole host of

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Word documents that you have built

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outside and you just want to copy and

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paste them into this into vcloud to make

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templates out of it um first of all I

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would say I recommend not doing that if

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you can avoid it but if you really uh

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need to copy and paste I'm going to show

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you how I would recommend going about

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doing that and

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so I have a template here that I've

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drafted in Microsoft Word and I'm going

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to just highlight everything and copy it

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over here so I know I'm doing that off

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screen here but I just highlighted

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the I've highlighted all the text in my

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word document and now I'm going to right

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click and paste as plain

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text into this template here and again

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just do it

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slowly I right clicked and then it says

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paste as plain text in the little box

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that pops open and you use that it might

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also say paste and merge formatting you

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want to do that so that you can avoid

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any of the Hidden markup is what it's

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called that copies over from a place

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like word and what that does is it has a

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formatting that can just break things

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and make the formatting of your template

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really ugly and so this way we avoid all

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of that and we do lose the formatting of

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this

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template but it's going in the end this

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will

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actually have a Time Savings for you and

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so now all you need to do is just add

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some of the formatting like paragraph

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spaces or Bolding things along those

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lines so in this case I can put in the

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merge tag for first name and I'm not

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going to go through this whole template

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but by just going around and adding some

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of these line spaces we're able to

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pretty

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quickly get our template looking

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decently

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usable and at the very bottom here you

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can see an example of that signature

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merge tag this is what I'm talking about

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and that will when you when you hit send

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that will merge in your signature so I'm

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going to hit save email template we're

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going to pretend this template is good

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to go

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now and I'm just going to show you how

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you can send this template as a mass

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email as well as to an individual

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contact so for the for the mass email we

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can just start from right here we got

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our email templates I'm going to hover

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over the

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template and I'm going to hit send you

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can see you got an option here send a

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contact or send a contact lists if it's

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a mass email it's going to be going to a

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contact

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list we're going to choose our contact

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list preview

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send and here we

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go so we've got our template already

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drafted in here you're able to tweak

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these templates on the Fly too so if you

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have you want to kind of personalize it

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to the uh to the occasion you're able to

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do that right here just note that this

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will not change the template itself so

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changes you make here will only be saved

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for this particular send not for future

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ones and then you're able to go but we

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always recommend sending a test to

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yourself of course and once you've

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confirmed it looks good then you can

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send it as a mass email

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now if I'm going to be sending this to a

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contact let's just search for the

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contact First we're going to look for

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our

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friend uh Bugs Bunny

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here got our contact we're going to

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click into the contact

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record and I'm going to hit

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email and I can find it by searching for

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the email templates here we go our

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agency welcome email

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and now we're able to load up this

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template and again if I want

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to I want to personalize it I can edit

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it on the

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Fly and I can schedule it or send it

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right

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now all right and I would say that

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pretty

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much those are those are the basics I

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would say for using Rich Text templates

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now I just want to see if uh if there

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are any questions so uh Adam were there

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any

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questions hey there great work yeah we

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have a couple questions here um the

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first one let

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me show it as a banner um Can these rich

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text templates be shared with teams and

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whatnot like HTML

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templates yes they can and so templates

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are email templates are templates so

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they actually the sharing side of it all

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works the same and I'll just quickly

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demonstrate what that would look like

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so we go here to

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templates and I select that and I can go

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from here and share with team so and

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this could even be uh you know you could

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you could share like a folder that might

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have HTML as well as Rich Text templates

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in

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there and then your users who you share

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it with will find it under shared with

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me and in that sense it works exactly

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like your Rich Text uh or your your HTML

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templates perfect perfect very good one

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only one other question here and that

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is uh can I paste an image into a red a

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rich text

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template yeah so um definitely

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definitely recommend not doing that so U

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that will in fact break the template

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itself so if you are going to be putting

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and actually by the way I was talking

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earlier about how you can copy from a

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Word document over into uh viip cloud

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and if you you need to be careful that

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there are definitely no images when

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you're doing that and it's only text

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that you're copying over um and so yeah

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if you're going to be inserting an image

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the way that you do that is by is always

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by using this insert image button right

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there and you just make sure the cursor

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is where you want it to where you want

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the image to go you click on that button

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and that you paste in this the image

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like so and then that way the images

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will indeed work so yeah always gota be

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careful to not to uh do that

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correctly yeah we've seen some tickets

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on the text side where it it basically

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overloads the email it gets way too long

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when it becomes That Base 64 just pasted

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in so that and it will break

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things all right that's it very

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straightforward love this absolutely yep

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uh definitely if you have any questions

15:14

at all don't hesitate to add them to the

15:18

uh the vi Cloud customer success Suite

15:21

we'll be happy to help there we've also

15:22

got the the widget that you can use in

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the bottom right for opening a chat with

15:26

the support team and we'll be eager to

15:28

help and and uh yeah want to wish

15:30

everybody uh Happy Happy selling