Xencall Support

About Templates

Interested in using email and SMS to communicate with your Leads? Learn more about Templates below.



About Templates


Templates in Xencall enable you to create pre-formatted email or SMS messages that your Agents can send to Leads.


Templates can be modified using Configuration Options. You can customize Templates by using Variables to fill in Templates with data from your CRM Fields, such as names.



Email Templates


Email Templates are displayed in the Email drop-down menu in the Call Results area when viewing a Lead Profile. Agents can send the email by choosing a template from the menu when dispositioning a call.


Note: In order to send emails, Outbound Email must be configured, and Users must have "Read" access in the Share Settings of the Template.




SMS Templates


SMS Templates are displayed in the Text message drop-down menu in the Call Results area when viewing a Lead Profile. Agents can send the SMS by choosing a template from the menu when dispositioning a call.



Note: In order to use SMS Templates, , and Users must have "Read" access in the Share Settings of the Template, and the SMS feature must be enabled on your account. Contact your System Administrator or Technical Support for assistance.



Navigating to Templates


Templates (1) can be created and stored directly within the Admin Files Folder. You can also create a sub-folder (2) to organize your Templates.



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