Phase 2 Navigation #6: Setup Email & Text Templates

Step by step process:

1. To set up e-mail and text templates in the system, click on your name settings at the bottom, navigate to Templates, where you can create text and e-mail templates.
2. In this case, we’re going to create a text template.
3. I’m going to call it Welcome to Neverland.
4. Add a template.
5. You can now enter any information into the text body.
6. You have successfully created your first text template and similarly you can go to e-mail templates and create another template.
7. In this case it would be onboarding template.
8. As an example, click Add template.
9. Once you’re in template settings, you can enter the subject line.
10. I’m going to choose a new subject line regarding Welcome to Neverland.
11. I want to add some additional special variables like the following in this list.
12. In this instance, I would like the name of our company to always be included in this e-mail.
13. I’m going to choose the client’s company name.
14. Copy and close and I include that special variable.
15. When this e-mail goes out, it will always read Welcome to Neverland, dash and the company name.
16. You can also include various rules in the body of your e-mail as well. I already have an email draft.
17. Take note when you do create e-mail templates, e-mail footers will automatically be added afterwards.
18. So do not include them in the e-mail body.
19. You can also drag and drop certain files that you might want to include.
20. So I’m going to drag and drop the image of Peter Pan.
21. Our e-mail is now ready to send.