To get started, head to the menu on the left-hand side of the page and select Templates.
Email Templates #
The Comms tab is where you can create templates for Welcome, Request Information, and Re-engage Request emails, as well as set your email signature. Select the email type from the drop-down menu.
The template can be edited in the editing field. The toolbar across the top of the editing field can be used to format the email.
The chain icon on the far-right of the tool bar can be used to add links to your template.
Highlight the text you wish to turn into a link and click the chain icon. Paste the link URL into the field and click save. The text will turn blue once the link has been added. You can edit or remove the link by clicking on the blue text to bring up the link.
Email Signature #
By selecting Email Signature from the drop-down menu, you can create a signature that will appear at the bottom of all emails you send.
Tokens #
Use the Help tab to view the available tokens you can include in any of your templates. A token is a field that will be automatically customised by Seamlss for every email or document you send.
For example, if you use “Dear {{CLIENT_NAME}}” at the start of your template and you send an engagement letter Mary Jane, she will see “Dear Mary Jane” at the top of the letter. {{DATESTAMP}} will automatically convert to the date the letter is sent.
See below for examples.
Email signature template:
You can also create an engagement letter template in the Documents tab.