The Templates tab is used to create, edit, delete, and clone a template. Here, you can design your templates for business promotions. 

   Snippets tab – Tab to add Snippets. Snippets are quotes or small pieces of common information that can be added as part of a template when required in a single click.

   Search – Search to filter and view Templates.

   Performance Analysis – Click to view the performance of the Top 10 Templates in the list.

   Add a Template – Click to create a new Template.

NOTE: If you have been restricted from creating a new Template, the Add a Template button will not be available. Please contact your Manager to enable this button.

    icon – Click to toggle between My Templates and All Templates.

• My Templates – Displays the Templates created by the logged-in user.

• All Templates – Displays all the Templates created by the logged-in user and shared by others.

   Status – Select the status of the Templates to be displayed from the dropdown. The available options are:

• Active – Lists out the Templates that are active. By default, the status will be 'Active'.

• Inactive – Lists out the Templates that are inactive.

   Stats – Displays the statistics of the Cadence.

 Sent – Number of emails sent using this template

 Opened – Number of emails (using this template) opened by the recipients

 Bounced – Number of emails (using this template) bounced

 Replied – Number of replies from the recipients for this template

 Clicked – Number of times the hyperlinks in the template were clicked by recipients

    – Indicates that the template is shared.

When you hover over the Template, you can find the following options:

Edit – Click to edit the Template

 Clone – Click to clone the Template.

 Tag – Click to tag the template

 List of Cadence – Click to view the list of Cadences using this template for the Email touch.

Make the Template Inactive – Click to make the template Inactive.

Make the Template Active – Click to make the template Active.

 Delete – Click to delete the template.

NOTE: You can make use of the default templates (Template 1 to 6) available in the Templates list by cloning it. But, you are restricted from directly saving the template, as the save button is grayed-out.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.