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How Do I Change the Email Sent to an Offer Lead?

In the LISA admin, automated customer emails work like this: you can create any number of customer email templates of the "offer" type and then select the correct template for each individual offer.

Thus, to change the automated email sent to a lead who fills out an offer form, there are two possible steps to take:

  1. You may need to edit an existing offer email template or create a new one.
  2. You may need to change the customer email template assigned to each individual offer.

We will explain each step below.

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