Custom Email Templates
In this guide we'll be covering the custom email templates.
Last updated
Was this helpful?
In this guide we'll be covering the custom email templates.
Last updated
Was this helpful?
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.
The Admin Area is only accessible if your user account has been granted the Administrator permission.
To get started, navigate to Admin->Settings then select the Custom Tab.
The items surrounded with [%.....%] are place holders, also known as merge fields.
These items will be replaced with your agency and users information when sending the email.
You can use the following place holders in your email content.
[%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
You can select an email template to use when sending an email from the system.
Press thebutton to display the custom email template dialog.
Compose the email then press thebutton.
Press the to choose a template.
