Creating an Email Template
Click on Settings in the left navigation bar and then click Templates.
Click on Email and then click on New Template to start creating a new email template.
You will find Placeholders in the left side on the Create New Template section. Placeholder variables will allow the system to replace them with actual client data.
To add Placeholders to your template:
Pick the Placeholder you want to put in your template
Click the copy button beside each placeholder to copy it or use "Ctrl + C"
Paste it onto the body of the email by pressing “Ctrl + V” on your keyboard
You can also add images to your template by clicking on Insert and in the drop-down menu, click Image.
The first tab named General will allow you to add an image by adding a link or by browsing your device by clicking the icon next to the text field.
💡Adjust images by clicking on the image once, then adjusting the blue outline. This allows you to shrink or enlarge an image.
You can also use the Upload tab to drag and drop an image of your choosing from your device. The image below shows you how to drag and drop an image with ease.
Once you are satisfied with how your template looks, just click on “Save Template”. You’re done!
Editing an Existing Email Template
To view and edit an existing template, just look for the template you wish to edit under Firm Templates and click on “Edit" under the Actions menu.
Make the changes as you wish on the Template Editor Page.
Click on Save after editing.
