If you have standard email text you send regularly, you can create email templates that can be used for any account, contact, event, or document. The text can be tweaked before sending. For more information, see Manage Email Templates.
This article includes:
- Event Order Template - Internal Teams
- Event Order Template - 30 Days Out
- Event Order Template - Updated
- Event Schedule Summary Email Template - Internal
- Event Schedule Summary Email Template - External
- General Template
- Hold Confirmation Email Template
- Online Inquiry Form Follow-Up Template
- Past Due Invoice Template
Event Order Template - Internal Teams
This template is used to share the event order with the internal teams who will be executing the event.
Event Order Template - 30 Days Out
This template is used for sending emails to external contacts prior to an event.
Event Order Template - Updated
This template is used for sending quick updates to external clients.
Event Schedule Summary Email Template - Internal
This template is used for sending event schedules internally.
Event Schedule Summary Email Template - External
This template is used to share the event schedule with an external contact.
General Template
This template is used for general messaging.
Hold Confirmation Email Template
This template is used for sending clients a hold confirmation for a single event.
Online Inquiry Form Follow-Up Template
This template is used to respond to event inquiries when needing more information.
Past Due Invoice Template
This template is used to follow up with a client on a past-due invoice.