Creating a Starter Kit Email

Save time and effort by creating a pre-defined welcome email campaign

Email kit – setup at petition template level

Setup>Knowledgebase>Petition Templates> Seelect a template

Starter Kit Email

Peitioner = employer or individual who is the primary beneficiary

Beneficiaires is who is receiving the service requested

Add – Create email template or copy/paste from your existing templates to create a new template.

Attach email template – Create email template first

Ask client – do you want to set up an automatic email to send out when a case is created? Do this first.