A common task that sales representatives perform over and over is sending prospecting emails using templates. With the Ring.io Next Actions feature, you have the ability to send simple post-call or post-voicemail drop emails based on templates that get merged with the contact information of the lead or other CRM objects.
To configure an email template, follow the steps below.
1.) Log in to the Ring.io Admin Portal.
2.) Click 'IVR & Data Collection'
3.) Click 'Next Actions'
4.) Select 'Send Email to Contact' in the dropdown. Fill in the 'Subject' and 'Body of Email' fields.
5.) To enable or disable the 'Next Action' check or uncheck the 'Show' box.
6.) The 'Next Action' will be displayed in the drop down in the Ring.io Web Phone.
If assistance is required with configuring email templates, please contact the Ring.io support team here.