How to create the new E-mail templates?

How to create the new E-mail templates?

The user with the email templates can send the emails by utilizing the readily available format.

1. Select the “Settings” module from the left panel and select the “Email Templates.”

 2. Select the “+New Template” to create the fresh email template. If the user wants to edit the existing template, tap on the  option.

3. Enter the necessary details to complete the fresh email template.   

     A)Type the necessary details for "Enter Template Name."   

     B) Select the required module for which email templates are applicable under the"Choose                                     Template Module."

    C) Fill in the template description under the "Enter Template Description." 

     D) Fill in the required subject under the "Email Subject." 

     E) Type the body of the email if you want to prefill the texts under the "Email Body." In the email body, the         enriched editor allows you to edit the text, highlighting the text similarly many formatting can be done.   

                                      I.        Undo & Redo: The icon’s action helps you undo and redo the current action performed. 

                                    II.        Bold: This icon helps you to highlight the text in bold.   

                                   III.        Italic: This icon helps you to highlight the text in italic.   

                                  IV.        Underline: This icon helps you to underline the text.   

                                    V.        Strikethrough: This icon helps you to strikethrough the text.   

                                  VI.        Font size: This icon helps you to increase the font.   

                                 VII.        Recent color: This icon helps you provide the text’s color.   

                                VIII.        Unorder list: This icon helps you to set the index to an unordered one.   

                                   IX.        Order list: This icon helps you to set the index to ordered one.   

                                    X.        Paragraph: This icon helps you to align your sections easily.   

                                   XI.        Line Space: This icon helps you to provide the necessary line space.   

                                 XII.        Table: This icon helps you to add a fresh table.   

                                XIII.        Attachment: This icon helps you to add new attachments.   

                               XIV.        Video: This icon helps you to add a fresh video.   

                                 XV.        Help: This shows you how to use the shortcuts for the editor.  

F)  Available Components: The functional components available are displayed in the dropdown box.  

G) +Link – This helps add any hyperlink to the mail template.  

4. Finally, tap on the "Save Template" option to save the fresh template

    • Related Articles

    • How to Create and Edit Job Templates on Zuper Web App?

      Job templates can be used to give a brief description of the job. These templates can be added to customer email notifications, invoices, and quotes. Navigation: Settings --> Configuration Settings --> Job Settings --> Job Card Templates Creating Job ...
    • How to create & manage email templates?

      Drafting an email for workflow automation or sending an email for quotes or invoices whenever you type fresh every time may take some time. Our zuperfast email templates provide a helpful solution to send your email seamlessly.         1. Click the ...
    • How to use email templates?

      Navigation: Email templates across various modules. These email templates save time for the modules such as Jobs, Quotes & Invoices, and Customer. We are discussing the Job module's email template here.  Settings Email Template A. Settings The user ...
    • How to create a new invoice from V3 Zuper Web App?

      An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered. 1. Select the “Invoices” icon from the left navigation menu and choose “+ New Invoice” to create a new invoice. 2. ...
    • How to create & manage Service Tasks?

      Our Zuper’s new feature, Service Tasks, helps the field executives complete each service task mapped to the jobs. Service tasks are used to create process steps, or checklists, for the field technician to follow when completing a work order and can ...