How to use email templates?

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 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 new email template. If the user wants to edit the existing template, tap on the "Edit" option.


3. Enter the necessary details to complete the new 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) The user can easily enhance the email with the new rich text editor option. 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 drop-down box.

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

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


B. Email Integrations

1. Select the "Jobs" module from the left panel.

2.  Select the "Print/Share" option and choose "Share via Email" to share the job card.


3. Select the preferred mail template by choosing the "Email Template" option. 

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) The user can easily enhance the email with the new rich text editor option. 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 drop-down box.

G)  Email Template – This helps add choose any mail template. 

You can create an email using the templates to save time by following the above steps. 


    • Related Articles

    • 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 set Default Email Templates?

      Navigation:  Settings -->  Organization Settings --> Job Settings / Quotation and Invoice Settings --> Default Job Card Email Template / Default Quote Email Template / Default Invoice Email Template You can now easily set the default email templates ...
    • How to Create and Edit Job Templates?

      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.  Creating Job Templates To create a New Job Template, navigate to the "Settings" icon in the Menu. ...
    • How to Create and Edit Quote and Invoice Templates?

      Quote & Invoice Templates are the format in which quotations and invoices are sent to customers via email. Creating Quotes & Invoice Templates To create a New Quotes & Invoice Template, navigate to the "Settings" icon in the Menu. Locate the ...
    • 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. ...