How do I create custom email templates?

17hats allows users to customize email templates that they can use to send to different contacts.  As you work on an email in 17hats that you feel you may use again, you can click on "Save as a template" to have it stored for later use. Alternatively, you can create it in My Templates

There are different types of email templates within 17hats.
  • Regular Email templates are emails that are sent independently.  They are not sent along with any other type of communications.
  • 17hats also has the ability to create templates for emails to accompany different types of communications.  For example, email templates of type "Email (invoice_send)", can be sent when an invoice is being sent out.  Emails of type "Email (questionnaire_send)" could accompany a questionnaire being sent.
Here is an example of the default "Email (invoice_send) email", which could accompany an invoice.


 

And here is how the user would see that same email.



KeywordSearch: Customize Email Templates, Work with Email Templates

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