# Custom Email Templates

With custom email templates you can create a list of prewritten email content that can be used to replace the default email template when sending emails from the system.

For example, you may have a standard sales email that you would like all users to use when sending introductory emails to clients. 

{% hint style="warning" %}
The Admin Area is only accessible if your user account has been granted the Administrator permission.
{% endhint %}

To get started, navigate to **Admin->Settings** then select the **Custom** Tab.

<figure><img src="https://1771634726-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4iyyoX6EJroqwfH056WE%2Fuploads%2FbFdfNTulkt7FpAFoRKwG%2Fimage.png?alt=media&#x26;token=a7645bdf-a614-4b2d-a48f-27d818eaedc4" alt=""><figcaption><p>Admin Settings Custom Email Templates</p></figcaption></figure>

Press the![](https://1771634726-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4iyyoX6EJroqwfH056WE%2Fuploads%2FwE9iqjAfZUBmBNxLphH2%2Fimage.png?alt=media\&token=11248098-b81c-49c7-8713-2035f0581122)button to display the custom email template dialog.

<figure><img src="https://1771634726-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4iyyoX6EJroqwfH056WE%2Fuploads%2FuC5E93JG1MLdYVVzScVb%2Fimage.png?alt=media&#x26;token=1a185a45-81a1-4d97-8aff-3b32ec8ded12" alt=""><figcaption><p>Add Email Template Dialog</p></figcaption></figure>

Compose the email then press the![](https://1771634726-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4iyyoX6EJroqwfH056WE%2Fuploads%2Fbt4PIwRb1TSQFCKq9z1r%2Fimage.png?alt=media\&token=e4b67afb-69cf-4543-ad0d-4124ad784e51)button.

{% hint style="info" %}
The items surrounded with **\[%.....%]** are place holders, also known as merge fields.&#x20;

These items will be replaced with your agency and users information when sending the email.
{% endhint %}

### Place Holders

You can use the following place holders in your email content.

| Placeholder                 | Description                                    |
| --------------------------- | ---------------------------------------------- |
| \[%FULL\_NAME%]             | Full name of the email recipient               |
| \[%FIRST\_NAME%]            | First name of the email recipient              |
| \[%USER\_EMAIL%]            | The user's email address                       |
| \[%USER\_NAME%]             | The full name of the user sending the email    |
| \[%USER\_JOB\_TITLE%]       | The job title of the user sending the email    |
| \[%USER\_PHONE%]            | The phone number of the user sending the email |
| \[%AGENCY\_NAME%]           | Your agency company name.                      |
| \[%AGENCY\_PHONE%]          | Your agency main phone number                  |
| \[%AGENCY\_LOGO%]           | Your agency logo image                         |
| \[%USER\_EMAIL\_SIGNATURE%] | The users email signature                      |

### Usage

You can select an email template to use when sending an email from the system.

<figure><img src="https://1771634726-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4iyyoX6EJroqwfH056WE%2Fuploads%2FEsk33AnEZRNloodlkdaQ%2Fimage.png?alt=media&#x26;token=d822f916-0c3c-4f6d-9022-0c809ae20cda" alt=""><figcaption><p>Send Email Dialog - Use Custom Template</p></figcaption></figure>

Press the ![](https://1771634726-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4iyyoX6EJroqwfH056WE%2Fuploads%2FhpiH63DH2q1HqY3awLIh%2Fimage.png?alt=media\&token=3a86386e-6fb7-4698-9cf4-2dac6daddae9)to choose a template.

<figure><img src="https://1771634726-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4iyyoX6EJroqwfH056WE%2Fuploads%2FjCKmxXRHEu1q7folYDFQ%2Fimage.png?alt=media&#x26;token=77412edb-23be-4815-8359-b115c54aac6d" alt=""><figcaption><p>Select Custom Email Template Dialog</p></figcaption></figure>


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