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How to go reconnecting with old clients email template?


Users can use the Sales template for virtually anything. Planning to move? There’s a CRM template for that. Need a better way to contact past clients? There’s a Past Clients Email Template for that too!

How to reconnect with past clients?

Before Tracup dive into deeply, Tracup has a sales template here that users can access to give their inspiration on what they can do.

Tracup_task_status_template

Within the Tracup platform, users like to think of their templates as being like a diving board for jumping into the pool.

Tracup_task_type_template

So it gives users a lot of inspiration and then they can take that template and tweak it to fit their very specific use case, and make it excellent for them to add this template they’re going to.

Tracup_custom_field_in_this_template

Users can search for ones that are best for them. Once they find something that really works for them. They can save that and use it over and over.

Tracup_gif_for_diferent_type

Tracup has lots of different sales ones that they can look at from account management.

Tracup_template_example

Tracup has an entire webinar on CRM so users are going to use this account management template to get started when they click the use template they can just add this folder. They’re going to use this one they’ll give it a nice name.

The Template Default

Task Status:☹【Did Not Renew]】👌【Follow Up】🖐【Interested Still】❌【Not Interested】❎【Lost Forever】
Task Type:【Sent Request】【Quote Sent】【Pending】【Payment Received】
Custom Field:Contact(text), Engagement(text), Email(text), Phone(text), Payment Type(text), Website(URL), Close Date(Date),Last Touched(Date), Demo(text), Opportunity(Number), Plan(Text)
Task View:List, Board. File, Wiki
Custom Field can be shown:Create Time, Expire Date, Assignee, Type, Contact, Engagement, Email

Here are four custom fields shown in default:

Tracup_four_custom_field_shown_intheweb

Kindly Tips for Users

Take Notice of the Above Four Things
1. Two same custom fields are not allowed in the same workspace, and are shared in the same workspace
2. Maximum 30 custom fields in one workspace
3. Default to show 4 custom fields on the list view
4. When choosing a new project template, the user has already created the same customer field and they cannot share the same name in Tracup. Tracup project template will set these two same fields by default. If users have set some special setup in this custom field, Tracup will generate the same name and add a label (1) behind the title in default.


Keywords: Sales template, Past clients, Email template, Reconnecting with past clients email template, Tracup



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