How to create email templates
How to create email templates
1. Start by launching the app
2. Access your system settings to customise your email and template preferences
3. Head to Templates to manage how your communications look and feel
4. Click New Template to begin crafting your custom email
5. Tailor your template by selecting the appropriate module
6. Move forward to the next step after module selection
7. Pick the Blank template to start from scratch and ensure full personalisation
8. Give your template a clear name so it’s easy to find later
9. Enter a subject line that stands out in your recipient's inbox
10. Start building the message body
11. Add the email content
12. Insert the
First Name Merge Tag
to automatically personalise each email you send.
13.
14. Add a signature or final note for a professional finish.
15. Switch data fields to include the right contact information
16. Insert the User Signature to make each email look professionally branded
17. Click Image to add a visual element and make your emails pop
18. Select the relevant image frame to add to your email
19. Drag and drop the image field into the email body
20. Edit the image placeholder to add your relevant image
21. Click
Insert
to add your chosen image to the email body
22. Close the image dialog if you don't wish to add an image or make changes.
23. Save your meeting request template
24. Save as a draft to edit later or Save Now
25. Choose the destination folder so your team can easily access the template
26. Store your template in Public Email Templates for team-wide use
27. Hit Save to finalize and organize your new meeting request template
28. Navigate to Enquiries to find contacts who need a meeting request
29. Open an enquiry to start your personalised client outreach
30. Click the Emails tab to view or send communications related to this client
31. Review or compose client emails from a central location
32. Or tap Send Email to instantly start your conversation
33. Insert your saved template for fast, professional outreach every time
34. Select the
Meeting Request
template to streamline your scheduling.
35. Schedule your email or Send Now for instant delivery
