Canned emails are predefined responses or messages for frequently asked questions, typically for queries related to sales, customer support, marketing, or policies. They are used to engage the audience better during an ongoing conversation to deliver a faster and more consistent response.
With canned replies, agents can provide accurate information promptly, making the conversation effective. Using these responses correctly across different conversations improves agents' productivity.
a. Log in to https://accounts.hyly.app and navigate to the CRM app and the Canned Emails page.
b. At the left side panel, you can find the existing canned emails based on categories like Policy, Amenities, Neighborhood, Maintenance Policy, Terms and Conditions, Test, and Uncategorised.
c. You will find the email templates on the drop-down menu beside each category.
d. Here, you can also see the opened rate for the template.
e. Click on the template to view the canned email at the right side panel.
f. You can create a new canned email by clicking the + button.
g. To duplicate an email template, click the duplicate button.
h. To delete a template, click the delete button.
i. It will display total Sends, open rate, Unique Opens, Unique Clicks, and Complaints. To view the detailed report, click the view report button.
j. You can edit the email according to your needs and click the Update button to update the changes.
k. To cancel the changes, click the Cancel button.
l. To check the preview, click the Preview button.
m. To send a test email, click the Test button.
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