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Email Templates

Create and manage email templates for automated communications.

Overview​

Email Templates allow you to create pre-written emails that can be sent manually or automatically through workflows. Templates support merge fields to personalize each message.

Accessing This Setting​

  1. Go to Settings > Calendar > Email Templates

Configuration Options​

Creating Templates​

  • Template Name - Internal name for the template
  • Subject Line - Email subject (supports merge fields)
  • Body - Email content with formatting
  • Category - Group templates by purpose
  • Active Status - Enable or disable templates

Merge Fields​

Insert dynamic content:

  • Contact information (name, email, phone)
  • Project details (name, address, value)
  • Company information
  • User information (sender name, title)
  • Dates and appointments

Common Templates​

  • Appointment Confirmation
  • Appointment Reminder
  • Follow-up After Meeting
  • Thank You for Inquiry
  • Contract Sent Notification
  • Project Status Update

Using Email Templates​

Templates can be used:

  • Manually when composing emails
  • Automatically via workflows
  • For bulk email sends
  • In activity reminders