How do I Create Email Templates in the Pricing App?

Updated on September 1, 2020 07:27AM 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. 

Steps to Create Email Templates

  • Go to the Pricing App.
  • Click on the “More (...)” icon and select “Settings”.

  • On the Settings page, click on the “Email” and select “Email Templates”.
  • Click on the “Create” button.

  • In the Create Template, specify the following.
    • 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.
  • Click on “Create”.
Create Email Template

  • Once created, you can update the email template by clicking on the “Edit” icon. Also, you can delete it using the “Delete” icon, if needed.
Edit Template

  • Now, go to the Pricing app overview page and click on the Emails tab.
  • Then, click on the Compose.
  • You can view the created template available on the Template list.

  • The created template will be available on Create Note as well.

Create Note