How to do I change the email template of the customer link for the Presentation campaign?

To change the “Email Template” of the B2B customer link:

  • Pull up the “Email Template” module using Search Menu and select the “Application” option from the Template Level.
  • Select the template “B2B Campaign” from the list, or “Add a Template“.

  • Select one or more Placeholders from the “Select Placeholder” which you want to add to the Email subject.
  • Enter the text in the email body where you can also edit the content accordingly such as adjusting the “Placeholder” under the Email body.
  • Enter the CC Email if required.
  • Enter Subject.
  • Click on the Save button to save settings.

Video Tutorial:


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