Email Templates

An "email template" is a predesigned email used to populate data within a Project Email. Email templates save time when composing common emails.

NOTE: Any email templates for installer or supplier ordering should be done within the Email Template tab in the installer/supplier interface (Contacts -> pick Installer or Supplier -> Email Templates tab).

Details

Name (required)

Enter a name for the email template.

Type (required)

The type of email template governs email content options. Workflow type templates can be used within Company Milestones.

Description (optional)

This describes what the email template is and how it is used.

Status (required)

Only active templates will be available for use.

Email Content

This is where you design the initial content for the Email Template.

Recipients (required)

These are the recipients who should receive the email. Available recipients are Users, Project Roles, Company Teams, or Contacts. If a Project Role, then whatever User holding that role within the project will be the recipient. If a Company Team, all Company Team members will be recipients.

Sender (optional)

This will be the Sender Name of the email. Leave blank if the sender is the current user.

Subject (required)

This is the subject of email. Data stubs will be replaced with project data upon import.

Body (required)

This is main the body of email. Data stubs will be replaced with project data upon import.

Include Auto Signature (optional)

When checked, this will include the Sender's email signature within the email body.

Attach Order PDF (optional)

Attach the order pdf if this is a work or material order email template.

Attach Calendar Invite (optional)

Attach calendar invites if this is a work or material order email template.

Include BASYS Payment Links (optional)

Attach a Basys Payment Processing link if an invoice email template.

Data Stubs

Data stubs are bracketed fields that represent real project data. When the email is composed within the Project, project data will automatically fill in the data stub.

Usage

This gives you an indication if the Company Email Template is being used. An email template must be unused in order to be deleted.

Utilities

This is where you delete or copy a Company Email Template.

An email template must be unused in order to be deleted.