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Email Automation keyboard_arrow_right QuickSend - Creating QuickSend Email Templates


QuickSend email templates can be created from any 'sent' email and can include online invitations and online surveys.

Create emails for different occasions such as 'it was nice meeting you,' 'thank you,' 'customer satisfaction survey' and other appropriate communications that you will use. Send the emails to yourself and make sure they look exactly the way you want them to and then follow this tutorial.

How to Create a QuickSend Email Template

  • Go to Email > Sent Emails
  • Find the email you want to make into a template and select 'Save as QuickSend Template' from the options menu
  • Give your QuickSend template a "display name" that you will easily recognize
  • Select a category and enter comments to help you further recognize this template
  • Choose whether you want the template to appear by default on your QuickSend home screen
    • Note: If you choose 'no', you will still be able to access this template by clicking the 'show all' button
  • To automatically have new contacts added to your Address Book, select 'yes'
    • You will still have the opportunity to change this setting each time you send a QuickSend Email
    • Add an optional "category" to more easily find new contacts who are added to your address book when you use this template

thumb_up Important Notes

  • When creating your email templates, do not put a person's name directly in the Greeting line (e.g. Dear Bob) or all of your emails sent with this template will say "Dear Bob." Create your email using the 'autofill names' feature which will insert a contact's first name from your address book and do not type a name directly into the greeting line. Alternately, you can enter a generic greeting (e.g. Dear Valued Customer) or not use the greeting line at all.

Managing QuickSend Templates

To edit or delete a QuickSend template, go to Email > My Templates and click on the "QuickSend Templates" tab. You can search and sort to find templates and then you have the following options:

  • Use template
  • Edit template settings
  • View template
  • Delete template

thumb_up Multi User Plan members cannot delete QuickSend email templates that have been given to them by their administrator.

Next Tutorial: Sending QuickSend Emails double_arrow

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