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How do I set my default mail design?
How do I set my default mail design?
Updated over a year ago

Select your best mail design and set it as your default mail template by following the quick steps below! 😊

  1. Go to Mail.
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  2. Click Postcards.
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  3. Look for the template that you want to set as default.
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  4. Click the three dots on the bottom right corner of the template of your choice.
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  5. Click "Set First Choice".
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Note: You should see a blue star on the template once you have set it as your default mail design.

Alternatively, if you want to set a default mail sequence instead of a default mail template, you can do that too! Just follow the steps below.

  1. Go to Mail.
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  2. Click Mail Sequences.
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  3. Look for the mail sequence that you want to set as default.
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  4. Hover your mouse over the mail sequence and click the three dots beside its name.
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  5. Click "Set First Choice".
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Note: This change would apply only to leads that have not been mailed yet or have not been assigned a mail sequence/mail design yet.

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