Email Templates can be used to quickly send pre-created emails to customers. This can save time and ensure that email content and formatting is consistent.
Table of Contents:
Note: To send Email Templates, you must first have a linked email. For more information on linking an email, please see Setting up Email From Addresses.
To view, create, and edit Email Templates navigate to Settings / System / Email Templates.
Creating Email Templates
Once an Email Template is created, it can be sent to all customers.
Note: Some of these fields may be slightly different depending on the tab you select.
1. Select which tab you would like the Email Template under.
2. Click the Green Plus icon.
3. Enter the information
Note: Fields with a red asterisk are required.
a. Name - Give the template a Name.
b. Description - Provide a short Description.
c. Record Type - Use the dropdown menu to select a Record Type. This determines where this template can be used in the system and once saved cannot be changed.
Example: By selecting Order, the template may be sent from Sales / Orders.
d. Default Attachment - If desired, you may choose to include a document that will be automatically attached when using this Email Template.
e. File Name - Choose a File Name for your attachment.
Note: This will automatically populate to match the Default Attachment chosen, but can be changed.
f. Select the checkbox if you would like to automatically include the Order Number as part of the File Name.
g. Location- Selecting a Location here will limit the email template use to the Location or Locations selected from the dropdown menu.
h. Company - Selecting a Company from the dropdown menu will limit the email template to only be used for that Company or Companies selected from the dropdown menu.
4. Click Save and Continue. After loading, the system will automatically pull up the screen for the next steps.
5. Navigate to the Details Tab to view the information that was entered in the previous screen. With the exception of the Record Type, all fields can be edited here at any time and will be automatically saved by the system.
6. Navigate to the Template Tab and enter in the necessary information.
a. Default From Address - Choose an address from the dropdown menu to set as the default. These addresses are populated from the ones you entered at Settings / System / Email From Addresses.
Note: If an employee does not have access to default email address, the system will still send the template from the default address.
b. Default To Address - Create a Merge Field by typing two { characters. This will bring up a pop-up allowing you to customize how the system will find the correct email address to send this template to.
c. Default Email Subject - Fill in an appropriate subject for this Email Template.
d. Fill in the body of the email. This will be used whenever the template is sent. Use the {{}} icon to enter personalization fields. This can be used to preset information that will automatically populate upon use. This can be done in multiple default information boxes. For more information, please see Merge Fields Overview.
e. Default Attachments - This is chosen on the previous screen and will automatically be sent with this template. If you would like to add additional attachments, use the Green Plus button at the far right of the bar.
Note: CoreBridge will automatically save updates.
7. Navigate to the Preview Tab to view the template from the customer's perspective.
a. Preview Order # - Type the Order number here to bring up the corresponding email preview.
8. Use the Files tab to upload documents and additional files. These will not be seen by your customers.
Using Email Templates
To send an Email Template
1. Navigate to an Order or Estimate and use the Mail icon at the top right.
2. Select the desired template.
3. Enter or change any needed information.
4. Select Send Email.
