Purpose
Email Templates allow users to configure multiple email layouts for various modules across the system, promoting consistency and ease of use when exchanging email communications.
Email Templates List View
Search & Filter Options
| Search | Enter text to search for specific email templates. |
Additional Features
| "+" Icon | Create a new email template. |
| Trash Can Icon | Delete an existing email template. |
Column Headers
| NAME | The name of the email template. |
| MODULE | The module where the template is available. |
Email Template Detail View
Details Section
| Name | Enter the name for the template as it should appear in the list. |
| Module | Select from the drop-down field where this template should appear. |
| Subject | Enter the email subject to auto-populate when using this template. |
| Body | Enter the email body to auto-populate when using this template. |
Merge Fields Section
Merge Fields are special placeholders that can be inserted into the email template. They are automatically replaced with specific information when the email is sent. Here are the available modules that have module specific fields available for Email Templates:
- Clients
- Contacts
- Quotes
- Jobs
- Bids / CO Request
- Contracts
- Invoices
- Purchasing
- Shipping
- Work Tickets
Note
Can't find the field you're looking for? If the field exists in TRUE within the module, we are able to easily add new ones. Simply utilize the “?” icon > “Request Support” to submit a feature request for a new merge field.
Using Email Templates
eForms
- Navigate to the eForm you want to send via email.
- Select the "Email" button.
- Locate and select the "Email Template" option in the pop-out menu.
- Choose the desired template from the drop-down list.
- Make any additional changes and press "Send".
Notify Client
- Navigate to the record you'd like to use an email template. (IE: Leads, Quotes, Jobs)
- Select the “Notify Contact” or “Notify Client” button.
- Locate and select the "Email Template" option in the pop-out menu.
- Choose the desired template from the drop-down list.
- Make any additional changes and press "Send".
Important Notes
- Email Templates can be modified at any time by navigating back to the template within the "Email Templates" module.
- The Merge Fields list auto-populates once you select the appropriate module type in the email template.
- Deleting Email Templates is irreversible and can be done by any person with access to the Email Templates module.
- You can request support to add new merge fields to specified modules if needed.