Email Templates allow you to set up pre-defined messages. These are customized email messages that you can send to your details. You can customize your own Email Templates in the Move Transactions app.
Steps to Create Email Template
- Go to the Move Transactions App.
- Click on "More (...)" and select the "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 Email template.
- Subject - Subject of the Email template.
- Message - Content of the Email template.
- Insert Attributes - This special feature, allows you to insert the default attributes found in the Move Transactions app. These are the attributes that are standard and also customized based on your requirements.
- Available for Compose Email - Sliding the toggle ON will make this template the default one when composing emails.
- Available for Notes - Sliding the toggle ON will make this template available when creating notes.
- Click on “Create”.
- Once created, you can update the email template by clicking on the "Edit" icon. Also, you can delete it by using the "Delete" icon, if needed.
- You can view the created template on the Compose email.
- The created template will be available on the Notes tab as well.
