• Company
  • Posts
  • FAQ
  • SALE
  • Bitrix24 Gold Partner
  • ...
    Log In
    24 Village Dr, Daisy Hill, 4127 QLD.
    07 3608 5853
    +61 4 75 692451AU QLD
    +61 29 059-2389AU NSW
    Request a Call
    Webbee Australia - Bitrix24 Gold Partner
    0
    SERVICES
    • Business Automation
      • Bitrix24 Initial Implementation
      • Bitrix24 Custom Implementation
      • Bitrix24 Business Process Automation
    • Bitrix24 Custom Development
      • Modules and Integrations
    • Corporate Intranet portal
      • Bitrix24 Intranet Portal implementation
    • Maintenance and Tech Support
      • Migration to Bitrix24 On-Premise
      • Portal Maintenance
    • User Support and Consulting
      • Bitrix24 Cloud Support
      • User Support and Consulting
    • Web Production and Hosting
      • Landing Page Design
      • e-Commerce
    CASES
    • HR Management
    • Contact Center
    • Custom Solutions
    • Integrations
    • Intranet solutions
    • Membership
    • Modules
    • Sales and Services automation
    MODULES
    STORE
    • Bitrix24 Solutions
      • Bitrix24 Cloud Plans
      • Bitrix24 Cloud Enterprise Plans
      • Bitrix24 On-Premise Edition
      • Bitrix24 On-Premise: Annual Maintenance Subscription
      • Bitrix24 On-Premise: Upgrade
    • Cloud VOIP
    • Hosting services
      • Amazon EC2 Instances
      • Domain services
      • Shared Hosting - Pro
      • Shared Hosting - Standard
      • Shared Hosting - Start
    • Web production
      • Corporate website
      • e-Commerce
      • Landing Page Design
      • Website design brief
    TRAINING
    • Bitrix24 Basic training
      • Getting Started with Bitrix24
      • Employee entry level
    • CRM Advanced training
      • Employee Advanced level
    • CRM Custom training
    BLOG
    BOOKING
    ABOUT US
    • Contact Us
    • About Company
    • Certificates
    • Partners
    • Team
    • Reviews
    • Vacancies
    • Requisites
    • Privacy Statement
    • Terms of use
    • End-User License Agreement
      Webbee Australia - Bitrix24 Gold Partner
      0
      Webbee Australia - Bitrix24 Gold Partner
      0
      Phones
      07 3608 5853AU QLD
      +61 4 75 692451AU QLD
      +61 29 059-2389AU NSW
      Request a Call
      • My Account
      • Cart0
      • 07 3608 5853
        • Back
        • Phones
        • 07 3608 5853AU QLD
        • +61 4 75 692451AU QLD
        • +61 29 059-2389AU NSW
        • Request a Call
      24 Village Dr, Daisy Hill, 4127 QLD.
      sales@webbee.com.au
      • Main Page
      • Information
      • Posts
      • Hierarchical menu for email templates

      Hierarchical menu for email templates

      13 August 2022 22:00
      // Business process automation
      Hierarchical menu for email templates
      General task description:

      80% of communications of a client relationship department relied on email exchanges between managers and customers. In 10 % of such contacts, a client would start a dialogue while the remaining cases would always be initiated by an employee who would always use a branded email template to reach out. 
      For this, every team member would need to manually choose between more than 300 email templates to contact more than 100 customers daily.

      Implementation result:

      The Webbee Limited team designed and implemented a unique template catalogue which allows the distribution of emails logically and visually saving time and sanity of employees.
      The catalogue can only be applied to self-hosted editions of Bitrix24.

      For more features and additional information, please, don't hesitate to contact us: sales@webbee.co.nz

      Screenshots:

      1. This is what the email templates catalogue looks like by default in Bitrix (Emails templates are not searchable, and cannot be grouped or organized):

      KzPsW2Pv2Q.png

      2. This is what an email templates section looks like after customization:

      Hu3BL9z4pl.png

      3. Email templates catalogue management dashboard:

      chrome_yOrMpOLtVT.png








      All posts Next post
      • Book a Consultation
      • Services
      • Cases
      • Bitrix24 Cloud plans
      • Bitrix24 On Premise editions
      • Support Packs
      • HR Management
      • Contact Center
      • Custom Solutions
      • Integrations
      • Intranet solutions
      • Membership
      • Modules
      • Sales and Services automation
      Categories
      • Business process automation13
      • Features review10
      • Graphic design0
      • Press Releases2
      • Project and task management1
      • Sales automation0
      • Systems architecture0
      It can be interesting!
      • Streamline your HR Process with Webbee's Leave Tracking and Approval System
        30 January 2023
      • Easy way to provide employees with an annual leave days monitor
        29 October 2022
      • Create Leads for every incoming message from email addresses of the same domain
        30 September 2022
      • Email templates with dynamic information
        24 September 2022
      • Minimization of mistakes while sorting leads automatically
        16 September 2022
      • Forbidden email addresses in automation rules
        10 September 2022
      • Comments in Lead and Deal reports
        3 September 2022
      • Main menu Access Permissions
        25 August 2022
      • Product Discount Access Permissions
        18 August 2022
      • Smart duplicate merge functionality in Leads
        6 August 2022
      Tags
      automation Calendar collaboration CRM document editor extranet Integration Intranet Portal leads Mail Market Office365 Online Store open slots Smart processes Tasks TURN server Videoconference workflow
      Subscribe on Bitrix24 Tips and Sales:
      Company
      Contact Us
      About Company
      Certificates
      Partners
      Team
      Reviews
      Vacancies
      Requisites
      Privacy Statement
      Terms of use
      End-User License Agreement
      Products
      Bitrix24 Solutions
      Cloud VOIP
      Hosting services
      Web production
      Services
      Business Automation
      Bitrix24 Custom Development
      Corporate Intranet portal
      Maintenance and Tech Support
      User Support and Consulting
      Web Production and Hosting
      Our Contacts

      07 3608 5853
      +61 4 75 692451AU QLD
      +61 29 059-2389AU NSW
      Mo - Fr: 9:00 - 6:00
      24 Village Dr, Daisy Hill, 4127 QLD.
      sales@webbee.com.au
      © 2023 Webbee PTY Limited. ABN 39658544186. All rights reserved.
      Callback request from a website Bitrix24 Implementation Request Request a Project Implementation or a custom module for Bitrix24 Feedback form
      0