Email Templates are predefined message formats that can be sent with ease whenever required. You can customize your own Email Template in a standardized way.
Note: All the created email templates are app-specific. That is, an email template created in the Insurance Tracker App cannot be accessed from the other Apps.
Steps to create email templates
- Log into your Apptivo account and go to the Insurance Tracker app. Select Settings from the App Header. Go to Email → Email Templates from the left navigation panel of the Settings page.
- On selecting create, the Create Email Template page appears.
- Fill in the required details:
- Template - Name of the Email template.
- Subject - Subject of the Email template.
- Message - Content of Email template.
- Insert Attributes - This feature lets you insert the default attributes.
- Available for Compose Email - Sliding the toggle ON will make this template listed when composing emails.
- Available for Notes - Sliding the toggle ON will make this template listed when creating notes.
- Attachments - This option lets you add files to the template.
- On selecting create, a new template is created.
- This template can be used while composing emails.
- You can also use this template while adding notes. This applies only when the toggle is enabled.
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