How to insert a question into Cirrus Insight's email templates.


Important: You need to know beforehand if you'll be using the email template to be sent to Salesforce Contacts or a CSV Upload / Manual Entry.


From Gmail in Google Chrome, head to edit/compose a new Campaign.


Choose between 'Build from List View' or 'CSV Upload' / 'Manual Entry'




Start editing / composing an email template.



Open GetReplied.


Important: Before inserting your question, make sure you're using the right integration for your template:



If you intent to use your template for Salesforce Contacts or 'Build from List View', make sure you select Salesforce from the drop-down menu:




If you intent to use your template for a 'CSV Upload' or 'Manual Entry', make sure you select Cirrus Insight from the drop-down menu:




Once you've selected the right integration, choose between a Saved Question or a New Question, then click 'Ask'




A pop-up message will appear on the top right corner of your browser to confirm your question has been copied.




Paste your question into your template.




Make sure you add a proper name and description to your template so you know when to use it, the save your template.