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It used to be a hassle if you wanted to tailor your email messaging for clients from a specific group or write in another language. You had to type in the message from scratch or log in to another entity to do the sendout.
But now it gets a lot easier.
Admins can create and set up different messaging templates for email, SMS, and chat for their entities. With a selection of templates, the user can continue using GetAccept in their preferred language and simply select the template type they want to use without changing the language setting under “My profile” or jumping to another entity.
Let’s take a look via this interactive demo:
What does it mean for you and your team?
Personalization at scale
This feature allows admins to edit various communication types, covering different emails, SMS, and certain messages in the chat section:
- GetAccept document email
- Signed document email
- GetAccept document SMS
- Reminder SMS
- Conversation starter
- Automatic chat reminder
When writing the emails, you can continue using merge tags to add a personal touch. Apart from that, admins can also customize email titles and footers to bring personalization to the next level. Here’s an example:
Easy to manage
Once set up, admins can create unlimited templates, bulk delete templates, or duplicate templates. All templates are searchable, so it’s easier to find the right one if you have many.
Admins can have the templates in either Draft or Published state to ensure they are only visible once ready.
Getting started is intuitive
During the sendout process, the user can select the template that fits their needs from a list of published templates. For example, if you’re using an English entity but prefer to communicate in French with a specific prospect, simply choose the French template without switching to another entity or changing your profile language. You are also able to preview the template before sending it out.
Use cases
Case 1: Communicate in another language within the same entity
Imagine your main prospects are based in the UK and your GetAccept entity is set in English, but sometimes you want to impress French-speaking prospects by communicating in French. Previously, in this scenario, you had to switch your profile language to French in order for the messages to be sent in French on that specific document.
It’s not efficient enough.
With this feature update, admins can create templates for emails/SMS/chat in different languages. And then users can choose the desired language template (in this case, French) within the same entity, without changing the language setting of their entity or switching to another one.
Case 2: Set department-specific messaging
When there is more than one department in your company that uses GetAccept, the most common practice is to create a sub-entity for each department to fit its unique messaging style. However, it’s tedious to recreate all the templates and content for each sub-entity.
The new Communication Templates feature enables different departments to work with the same entity while maintaining their own department-specific messaging. Admins can easily create emails, SMS, and chat messaging templates for each department, and users have the flexibility to choose the one that fits their needs.
Who is it for?
For now, this feature is available for users in the Professional plan (one default template and 3 customized templates) and Enterprise+ plan (unlimited templates).
Users with other plans will have only the Default template available.
How to set it up?
If you are the admin of your entity, select “Communication templates” under the setting and click “Create new content.”
Check the help article for more detailed information, and don’t hesitate to reach out to your designated GetAccept contacts if you have any questions.
