As elaborated on here, Discussion Email Templates are a tool you can leverage in Tripleseat to save time and standardize frequently utilized email verbiage. Rather than typing out an elaborate email for each time an event goes Definite, for instance, you can apply an Email Template, tweak it if desired, and send it out to your guests in a fraction of the time.
To send a Discussion Email Template to a guest, you should:
- Go to the Lead, Event, or Booking where you wish to send your email.
- Go to the Discussions tab.
- Click into an existing thread or use the + New Guest Message button to start a new thread.
- Confirm the Recipients and Subject.
- Click on the Email Template dropdown.
a) Use the General or Document Templates section to select from any group-wide templates configured in Settings > Discussion Email Templates.
b) Use the My Templates section to send any personal Email Template that you have created in My Profile. - You may attach files, or further customize your message. When ready, click Send.
That will send to the guest and live on the Discussions tab of the Lead, Event, or Booking in question.
When you convert a Lead into an Event or Booking, all lead discussions up until that point will transfer onto the Discussions tab of the Event or Booking that gets created. This ensures the entire conversation history lives in one place, and you can easily reference past communication.