When is the last time you cleaned up your templates?

Derrick Woolfson

When is the last time you took the time to review your current templates in the CRM? Looking at open-rates, usage, etc? I have found that in many cases the templates have been altered by the BDC Agents and Sales Consultants - they are copy & pasting them, which means the photos are not loading (and they no 'alt' text), and they are not responsive...how often do you check your templates and update them? 

Chris K Leslie

I go through them at least once a month. We have a mix of automated emails and manually sent emails that I go through. 

Bart Wilson

Chris, how much time does it take you to review your email campaigns?

Derrick Woolfson

@Chris, do you do this for each sales consultant or are these global templates? I found that when I did templates for each sales consultant it got to be quite time consuming. It could be an all day ordeal. Especially if the sales consultants got a phone call, lot up, etc. 

Mark Rask

we do periodically but not nearly enough 

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