Create a New Email Template

S
Written by Steven
Updated 1 year ago

To create a new Email Template, go to the "Marketing>Email" tabs.

Choose the "Email Templates" tab at the top.

Name the new template,  add the subject, and type the content.

You can add tags by clicking the "Insert Customer / Company Info" button. These will include autofill with the info when the email is sent.

For example - the {{CUSTOMER_NAME}} tag will fill in the customer's name of the person you send the email to.

When finished, click the "Create Template" button.

Your new template will be located in the Template List.

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