How do I Create Email Templates in the Receiving App?

Updated on June 19, 2020 06:33AM 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.

Steps to follow:

  • Go to Receiving App from the App header bar.
  • Click on the “More(...)” icon -> “Settings” -> “Email” -> “Email Template”.

  • Click on the “Create” button.
  • 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 special feature, allows you to insert the default attributes found in the Receiving 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.
Email Template

  • Click on the “Create” button. A new template is created.
  • You can edit the created template using the “Edit” icon or delete using the “Delete” icon.
Template Created

  • This template will be available while composing an email.
Emails App

  • As the toggle is enabled for Available for Notes, it will be listed in the template section of Notes.
Notes Activity

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