Email and text templates

A template is wording you reuse: "Here is your quote", "Thanks for booking". In this system a template is a notification set to By hand: it never goes on its own, and it is offered whenever someone presses Email, Text or Send a notification on a record.

Steps

1. Open Settings, System, All notifications and press New notification.
2. Under It is about, pick the module (leads, quotes, orders and so on). Under When, pick By hand only.
3. Give it a Name and press Create and write it.
4. On the card, tick what it carries: Text, Email, Note in the app, for The client or The team. Each tick opens its own wording box.
5. Write the wording. Click a field under Fill in from the record (the client's first name, the event date, the quote link) to drop it in where your cursor is.
6. For an email, choose Plain, or Designed to drag in headings, pictures, buttons and videos.
7. Check the Preview beside the box, then press Save.

Good to know

• Pick By hand in the list's chips to see only your templates.
• When you press Email on a record, the picker lists your templates with a preview filled in from that record. A field with nothing to fill is shown in red.
• Duplicate in the picker copies a template (switched off) so you can make a variation.
• Built-in templates ship with the app. You can reword them but not delete them; press Copy to keep a version of your own.
• A designed email is sent so it looks right in every mail program and on a phone, with its words as plain text beside it.
• Wording a client reads cannot contain an em dash; the card tells you.

If something goes wrong

• A field shows as a gap. Only the fields offered under Fill in from the record can be used. Remove the one that is not there.
• The card warns about a missing subject line. An email with no subject looks like spam. Add one.
• A template is not offered on a record. It must be about that record's module. Check It is about on its card.