How do I create an email template?

You can use email templates to send automated welcome email to new customers upon membership or booking signup, to send individual emails to customers or prospects, and to send email campaigns.

Email templates can only be created at organisation (master) level.

Note: At the moment, you will not be able to insert an image into the email template.

1. At the Organisation (master) level, select Templates > Email from the left menu.
2. Select Add Email Template.
3. Enter the General Details.
• Name - Enter a name for the email template. Limited to 50 characters.
• Description - Enter a brief explanation about the email template.
• Subject - Enter the email subject.
4. In the Content section, create your email content on the document space.
• Use the available toolbars to format your content.
• Select the Merge Fields: Person tab to access in-built auto text fields. Select the required field name to insert the auto text into the document.
5. Select Next when you have finished.
6. Check the accuracy of the email details in the Summary page.
   If you need to make any changes, select Back to return to the previous page.
7. Select Finish to create the email template.