New email template not showing in "auto emails"

Richard Just shared this question 4 months ago
Need Answer

We created a new email template in the email centre (customer - referral) set to automatically go out 2 days after an event.

The template is not coming up however in the "auto-emails" section of leads so that we have the option to manually turn it off if need be.

Could you please add it?

Thanks

Comments (6)

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It is showing for me under the event tab:

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This is not the screen I'm referring to. That's normal email templates.


Within a lead, select the "Auto Email" tab second from the end where automatic emails are sent.


In there

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Example attached. You'll also note our "final payment reminder" email also doesn't show in there... ?

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Those are the original auto emails listed there. The newly "copied" emails don't show up there. But I am putting in a ticket to see if this is a possibility.

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So what if we just created a "new email" and then inserted the data from the "copied" email into that "new template"...would that work? ie. show in auto-emails?

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No, because auto emails can only be created from a copy of another auto email. If you create a brand new one it would be a manual email.