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. This article explains how to create new Email Templates and how to edit existing ones in CoreBridge.
Table of Contents
Creating Email Templates
To view, create, and edit Email Templates, navigate to Settings / System / Email Templates.
Note: To send Email Templates, you must first have a linked email. Configure email from addresses at Settings / Email From Addresses.
Once an Email Template is created, it can be sent from the record type you assign (for example, from an Order or an Estimate).
1. On the Email Templates page, select the tab for the record type you want the template to apply to: Order, Estimate, Company, Contact, Purchase Order, Employee, General, or Credit Memo.
2. Click the Email Template button to create a new template.
3. On the Details tab, enter the template information. Fields marked with a red asterisk are required.
a. Name – Give the template a name.
b. Description – Provide a short description of when to use this template.
c. Record Type – Select the record type from the dropdown. This determines where the template can be used (for example, Order templates can be sent from Sales / Orders). Once saved, the Record Type typically cannot be changed.
d. Attachments – If desired, select a document to attach by default when the template is used.
e. Include the Name in front of the File Name – Check this box if you want the template name included in the attachment file name when the email is sent.
4. Click Save. After saving, additional tabs may be available to complete the template (for example, a Template tab for the email subject and body, and a Preview tab to see how the email will look).
5. If available, open the Template tab (or equivalent) to set the default From address, To address (using merge fields if supported), email subject, and body. Use merge fields (for example, type {{ to insert placeholders that populate with record data when the template is used). Add any additional attachments if needed.
6. If a Preview tab is available, use it to view the template as the customer will see it (you may be able to enter a specific order or estimate number to preview with real data).
Editing an Existing Email Template
You can change the name, description, attachments, and email content of an existing template at any time. The Record Type usually cannot be changed after the template is saved.
1. Navigate to Settings / Email Templates.
2. Select the tab for the record type that contains the template you want to edit (for example, Order or Estimate).
3. In the list, click the template name or use the edit action (such as the button at the end of the row) to open the template.
4. Update the fields you need on the Details tab (Name, Description, Attachments, Include the Name in front of the File Name).
5. If available, open the Template tab to change the default From address, To address, subject, or body. Use merge fields as needed for personalization.
6. Click Save if the button is present, or rely on automatic saving if the system saves changes as you edit. Your updates apply the next time the template is used.