How do I Create Email Templates in the Pricing App?

Updated on January 19, 2018 01:09AM by Admin

Email templates are pre-formatted message formats which you can send out to your customers & contacts. Apptivo gives you the ability to design professional email templates, to make your email look standardized rather than sending out plain texts to your customers. You can create and customize free responsive email templates. 

For instance: Consider an employee, who creates a price list (Christmas Sale) and would like to offer it only to the high value customers. He can send out emails to those high value customers stating the offer and make them buy their products. In that case, creating a template would be of primary help as the employee can just build email templates, pick the layout, include required messages and send emails quickly, thus saving time.

Steps to Create Email Templates

  1. Go to the Pricing App.
  2. Click on “More (...)” -> “Settings” -> “Email” -> “Email Templates”.
    email templates
  3. Click on “Create” and specify:
    click create
    • Template - Name of the template.
    • Subject - Subject of the template.
    • Message - Message of the template.
    • Insert Attributes - This special feature, allows you to insert the default attributes found in the pricing app. These are the attributes which are standard and also customized based on your requirement.
    • Available for Compose Email - Sliding the toggle ON, will make this template as the default one when composing emails.
    • Available for Notes - Sliding the toggle ON, will make this template available when creating notes.
  4. Click on “Create”.
    create email template
  5. Once created, you can update the email template by clicking on “Edit” icon. Also, you can delete it using “Delete” icon, if needed.
    edit email template