Custom Email for Free Report Section

The Custom Email for Free Report Section function will send a Custom Email to leads that submit their information through the “Free Report” Lead Form on the Main Page of a website.

1. Go to the Admin → Email Template page in the 97displaycrm.com.
   
   
2. Click the New Template button
   
   
3. Select correct account under “School” dropdown
   
   
4. Select “Report Email” under “Template Type” dropdown
   
   
5. Choose a “Name” (This is only for reference in the CRM. It will not appear anywhere in the email)
   
6. Choose a  “Subject” (This will be the Subject of the email being sent to the lead)
   
   
7. Create the body of the email. (This will be the body of the email being sent to the lead)
   
8. Save

- Go to Web Site Manager → Theme Settings page and add a URL to the “Report Download Url” section (This will activate the Free Report section on the site. The URL you add will not be used again unless added to the Email Template created in steps 1-8)

- Customize the Free Report Section as needed

- Save