Ensure your first touchpoint with new leads is perfectly on-brand by customizing the Account Activation email. This allows you to maintain a professional image and provide clear instructions that fit your specific business workflow.
Changes made to the Account Activation Template are applied at the Company Level for all subusers. This means the updated email will be used for all websites associated with your company account - individual websites cannot have different activation emails.
How to Edit Your Activation Email
To access this feature:
- Log into your CRM account
- Go to Settings menu on the left side of your Lead Dashboard
- Select the Email tab
- Click on the Account Activation Template tab (located next to "Listings")
Editable sections:
- Edit the E-mail Subject line to fit your branding. You can use the Shortcode icon to insert dynamic data like the website URL.
- Modify the E-mail Text using the textbox editor. You can change the greeting or the call-to-action language to better suit your needs.
- Customize the E-mail Footer by adding or removing text. By default, this will include your email signature.
- Click "Preview" to see how your changes look on the right side of the screen before they go live.
- Click "Save Changes" to apply the new template.
- Click "Reset to Original" to remove any customization
Note: The "Verify email address" button and the troubleshooting URL link below it are located in a grayed-out box and cannot be edited to ensure the activation link always works.
Comments