URL: Email Template Setup
The Email Template module in Figsflow is designed to allow you to draft multiple email templates, which can be triggered in different scenarios. For example, when sending proposals and Letters of Engagement (LOE), you can select the appropriate email template to be sent to staff and clients based on various situations.
The module contains three input fields to create and manage your email templates:
- Name:
- Description: This field is used to give a title to the email template. The title helps you organise and easily identify the template within the list of email templates.
- Subject:
- Description: This field is used to define the subject line of the email. The subject line is crucial as it provides the recipient with a brief idea of the email’s content and purpose.
- Content:
- Description: This field is used to draft the body of the email. The content should be clear and concise, effectively conveying the message intended for the recipient.
- Additional Staff Recipients:
- Description: Link one or more additional recipients, if required, who will be CC’d the email, when the auto-email is triggered.
By populating these fields, you create a reusable email template that can be selected and triggered in various contexts, such as when a proposal or LOE is sent for review or upon the successful signing of documents. This ensures consistency in communication and saves time by allowing you to prepare well-crafted emails in advance.
Instructions
- Go to the Email Template tab of Template Setup
- Click on the “Add New Template” button.
- Enter all the required details and click on the Save button.