How do I Create Email Templates in the Insurance Tracker App?

Updated on May 30, 2017 10:43PM by Admin

Email Templates are predefined message format that can be sent in 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.

For instance: Consider an employee who wants to send thank you email to his objects. In that case, he can create an email template in the corresponding apps, enabling himself to just pick the layout, include required messages and send emails quickly.

Steps to Follow

  1. Go to Insurance Tracker App from app header bar.
  2. Click on “More(...) -> Settings” from the app header bar.

    settings

  3. Select “Email Template” from the left navigation panel.

    left panel

  4. Click on the “Create” button.

    create

  5. Fill in the required details :
    • Template - Name of the Email template.
    • Subject - Subject of Email template.
    • Message - Content of Email template.
    • Insert Attributes - This special feature, allows you to insert the default attributes found in the Insurance Tracker 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.
  6. Click on the “Create” button.

    email template

  7. You can edit the created template using “Edit” icon or delete using “Delete” icon.

    edit or delete

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