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Working With Templates

In Surefire you can create templates for emails, cards, and letters. You can create new templates and modify existing templates. So if you want to change the verbiage of your thank you card, add a question to your survey, or add a new email template for a new campaign; all of which can be done within the Surefire CRM Launch Pad.

  • Templates are used to create campaigns. Campaigns are basically a group of templates that go out at various intervals or on certain dates to a contact in your database that you have assigned to that campaign.
  • You can create/modify templates for letters, print surveys, cards, and emails. You can only modify the address stamper template, you cannot create new ones.
  • Keep in mind, if you are using a specific card (thank you card for example) in multiple campaigns, the verbiage is the same across the board. So if you need one card to say one thing and another card to say another thing you will need two different templates.
  • Anytime you make changes to a print template, Surefire requires you to download a PDF preview before you can save your changes. This way you see a real world example of the changes prior to making them live.
  • Anytime you make changes to an email template, Surefire requires you to send a live sample of the email to yourself before you can save your changes. This way you see a real world example of the changes prior to making them live.
  • If you are a user on a company/branch account, administrators can limit this functionality or require admin approval prior to making these┬ácustomizations┬álive.