NOTE - The Template needs to be created (Settings > Templates > Email).
You can create as many templates as needed in this area. These Templates can then be used to send Email messages manually or in the automation.
What is it used for?
- To easily access frequently used emails to save time.
- Compliance
- Make available to all your team, so all using the same email.
- To use in automation.
Examples:
- How to ADD a template
- Within your system, left side go to settings > templates > Email
- Now towards the top right click on the word ADD
- You are now in the template creator
- Creating your template
- Name your template
- Allow manual send tick box, if ticked this can be sent manually or in the automation, if unticked it's not available to send manually but can be used in automation.
- Restrict to teams, allows certain teams access to the template, i.e sales, accounts, compliance, etc
- Template type, select the type required
- Subject, Add your subject line that the customer will see
- Subject Replacement Tokens, these are used to allow you to add replacements into your subject line, for example:
- Good morning {Forename}, I am learning how to create an Email Subject line with Replacement Tokens.
- In the above example the {Forename} will be replaced with the customers name.
- Bccs, this is the area you can add email addresses to be sent to but are not visible to anybody else, stands for blind carbon copy.
- Body, This is the area you will enter the email body. Two options
- Type your email out in the body in plain text and the html code will sort itself out in the background, or if you have the html code simply click Tools > <>source code and paste your code in here.
- Replacement Tokens, these are used to allow you to add replacements into your Email body, for example:
- Hi {Forename}, I am learning how to create an email template. Can you confirm that {PurchaseVehicleRegistration} is the vehicle you wish to purchase. Many thanks, AC
- In the above example the {Forename} will be replaced with the customers name and the {PurchaseVehicleRegistration} will be replaced by the vehicle Registration plate that is in the customers application.
- Then you save changes and your template is complete and waiting to be used in your Email templates section.