Service Agreement Email Template Setting
Use the following
steps to setup your Master Templates to select from, when creating
an Email to send from the Client Profile.
1. Click on Settings
3. The Service Agreement Email Templates screen displays. Click Create.
Complete the following fields;
- In the Name field, give your Template a Name.
- In the Email Subject, enter the Subject the Client will see in the Final Email.
- In the From Email Address, enter the Email Address that the Client will see in the Final Email to indicate who the Email has been sent from.
- In the Content field, enter the Master Service Agreement Text, we have provided a formatting Toolbar so that you can personalise the template. Also available are some standard placeholders that you can enter for e.g. Type in the Content the Placeholder for [[FIRSTNAME]] this will then retrieve the First Name of the Client within the Client Profile and insert it into your Email Template automatically.
- You can also attach any files you wish to send to the Client.
5. Click Create.
6. Once you have
completed the above steps, the email template will be available to send
via the Client Profile, please refer to the following Article - Send an Email Template from the Client Profile.
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