Are You a CRM Custom Values Pro?
19 Questions
1 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to Lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What is the purpose of Templates in Go high level?

  • To navigate to the conversation tab
  • To view SMS and email attachments
  • To access the template dashboard
  • To build workflows (correct)

Where can we find the Templates in Go high level?

  • In the dashboard tab
  • In the contacts tab
  • In the settings tab
  • In the conversation tab (correct)

What should we name the template in Go high level?

  • According to the message it represents (correct)
  • Randomly
  • Using numbers
  • Using alphabets

What does the 'type here' field in the template dashboard indicate in Go high level?

<p>The nature of the template (email or SMS) (A)</p> Signup and view all the answers

What is the purpose of selecting 'Custom Values' in CRM?

<p>To include personalized information in messages (B)</p> Signup and view all the answers

What type of files can be attached to SMS and email templates in CRM?

<p>Various file types including image, word, document, Excel, and more (D)</p> Signup and view all the answers

What is the purpose of adding trigger links to messages in CRM?

<p>To direct leads to the company's website (B)</p> Signup and view all the answers

Where can the option to attach files be found in the template composing window in CRM?

<p>At the end of the window (A)</p> Signup and view all the answers

What is the purpose of including the user's full name in a message in CRM?

<p>To personalize the message with the user's contact information (A)</p> Signup and view all the answers

What options are available when creating an email template compared to a text template?

<p>Email templates offer more options to set up your email compared to text templates (D)</p> Signup and view all the answers

What happens after saving a text template?

<p>We are redirected to the text template dashboard (D)</p> Signup and view all the answers

Can we test a twilio number that is not assigned to our dummy account?

<p>No, we cannot test a twilio number unless it is assigned to our dummy account (B)</p> Signup and view all the answers

What do we see after creating a text template?

<p>We see the text template in the text template list (A)</p> Signup and view all the answers

How do we create an email template?

<p>Click on the Add Template button on the top right and select Add Email Template from the drop down (C)</p> Signup and view all the answers

What are Custom Values in the context of creating a text template?

<p>Pieces of information that represent a particular subject or event within the template and automation (A)</p> Signup and view all the answers

What is the purpose of Trigger Links in the context of creating a text template?

<p>To include links to websites, pages or social media accounts in the text (B)</p> Signup and view all the answers

What is the importance of choosing an accurate name for a text template?

<p>It helps represent the purpose of the template (D)</p> Signup and view all the answers

What happens when you click on the delete icon to delete a template?

<p>A confirmation message appears asking if you are sure you want to delete the template (D)</p> Signup and view all the answers

What is the first step in creating a new text template?

<p>Click on the top right button labeled Add Template (C)</p> Signup and view all the answers

More Like This

Use Quizgecko on...
Browser
Open
Browser
Browser