How do I set up custom email templates in customers app?

Updated on July 17, 2017 12:00am by Admin

Email templates are pre-defined email formats. If you have to regularly send out the same emails to your leads, contacts and customers, its saves time if you use email templates.

Email templates allow you to create standardized as well as personalized emails that can be used as per your requirement.

Once you an email template in place, you can use to

  1. Send an email to a lead or contact
  2. Send mass email to a group of leads or contacts with a single mouse click
  3. Send triggered emails to any team members through workflow automation.


You can customize your own Email Templates in the Apptivo Customers app.

Please follow this link: https://www.apptivo.com/answers/questions/13010/how-do-i-create-custom-email-templates-in-crm-apps