Email templates allow you to create standard email language for when you send documents/avails or an ad hoc email (such as following up on holds with a promoter or on a sales call with a client). Template language can be edited as needed before sending the email.
In this article:
- Navigate to Email Templates
- Add an Email Template
- Edit an Email Template
- Inactivate an Email Template
Navigate to Email Templates
Email templates are managed in System Admin. Click your name in the upper-left corner and select System Admin.
Once in System Admin, select the Emails tab.
Add an Email Template
To create an email template:
- In the Email Templates card, click the add plus icon. The Add Email Templates slider opens.
- Name the template.
- Add a description of the template.
- Add the email subject line
- Select the email template type if it should only be available in certain use cases, such as when sending an invoice. If an email template should be available in all places where you can send an email, select Any Type.
- In the rich text editor, add the body of the email.
- Use the rich text editor to apply formatting, insert images or tables, and more.
- Click the curly bracket icon to add merge fields to include pre-populated data from Elite. As you insert the details into the email, if the field is populated in Elite, it will display in a green text box. If the field is red, the information has not been added to the system yet.
- Click Save.
If you have an existing email template which is similar to the template you need to add, you can copy the existing template. Click the file_copy copy icon and follow steps 2 to 7 above.
Edit an Email Template
To edit an email template:
- Click the edit pencil icon by the template. The Edit Email Templates slider opens.
- Make any edits needed.
- Click Save.
Inactivate an Email Template
If you no longer need an email template, inactive it.
To inactivate an email template:
- Click the edit pencil icon by the template.
- Toggle the status to inactive.
- Click Save.