How do I create an email template?

To create a new template:

Click the Add Template button. You will be prompted to enter:

-          Template Name – for your internal reference.

-          Service – such as VAT, Accounts, Payroll.

-          Client Type – Company or Individual.

Template Content

Once the basic details are entered, you can define the email content:

-         Subject Line: Write the subject as you want it to appear in the client’s inbox.

-         Body: Enter the body text of the email.

You can personalise the email using merge fields, accessed by typing a { curly brace. This opens a dropdown menu of all available fields from the system relevant to the client type you selected earlier, such as client details, task deadlines and contact names.

Note: once you have selected a field, the name is enclosed by double curly braces. 

Example

Here is how a simple VAT reminder email might look:

You can insert merge fields in both the body and subject line. Although the subject line does not provide a dropdown list, so merge fields need to be typed manually using the correct syntax and double curly braces.