Email (Basic): Create & Apply Templates

Email templates are messages you frequently send to clients that require little to no change other than the recipient’s name. They can be used when sending emails to your clients manually or in bulk. Or they can be added as automations, so that they automatically go out to the client when a job moves to a new stage in a pipeline. Having email templates handy saves time. They’re not just helpful to you but to the whole team.

Email templates are messages you frequently send to clients that require little to no change other than the recipient’s name. They can be used when sending emails to your clients manually or in bulk. Or they can be added as automations, so that they automatically go out to the client when a job moves to a new stage in a pipeline. Having email templates handy saves time. They’re not just helpful to you but to the whole team.