How do I create Email Templates in the Insurance Tracker app?

Updated on January 30, 2021 02:28AM by Admin

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.
Create Email Template

  • On selecting create, a new template is created.
Template Created

  • This template can be used while composing emails.
Email Tab

  • You can also use this template while adding notes. This applies only when the toggle is enabled.

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