Sending emails is a common practice during the work routine. Adding email templates for relevant scenarios can optimize this workflow.
To access this submodule, navigate to Clients → Email Templates.
1. Add a new template
To add a template click on the + icon in the top right corner and compose the message in the pop-up window that appears.
a. To add an email subject, users should fill out this input field;
b. Adding a tick next to News Template will make this email template appear as default within the Clients → Newsletters submodule;
c. Clicking the first button cancels the last edit made. Clicking on the second button restores the previous edit;
d. Allows formatting the message contents: Headings, Inline, Blocks, Alignment;
e. Text formatting: Bold or Italic;
f. Aligns the text left, center, right, or justifies the text;
g. Adds bulleted list. Users can select the type of bullets within the list: (default, circle, disc, square);
h. Adds the table to the message. Once the table is added, more advanced options become available like table properties, cell properties, options to add extra column or row;
i. Clicking this button decreases\increases the indent between the left frame and text;
j. Clicking this button shows the color palette, where the text color\background color is adjusted;
k. Clicking this button shows the list of emoticons available that can be added to the message;
l. Clicking this button expands the height of the text input field;
m. Clicking this button allows to preview the contents of the message. Can be useful before sending an email;
n. Clicking this button inserts an order list to the message. System proposes few options how the order list points can look like: default, lower Alpha, lower Greek, lower Roman, upper Alpha, upper Roman;
o. Shows a modal window, where user can add an image that they want to add to the message;
p. Allows to add a hyperlinked text that will redirect recipients to a specific URL. Another way to hyperlink text is to highlight the text in the message and then click on this button;
q. Opens a modal window with HTML editor, where users can adjust the HTML structure of the email message.
Source code modal window example.
r. Opens a drop-down list of all variables available that can be added to the message.
Variables drop-down list example.
2. Pencil button
Clicking the pencil button allows editing an existing email template;
3. Bin button
Clicking the bin button removes an existing email template;
4. New email templates
All newly created email templates are shown on the white background;
5. System email templates
All system default email templates are shown on the gray background and cannot be removed.