Email content templates

Email content templates

What's new?

Email content templates allow you to customize messaging and import it into your emails as many times as you need. Once you insert your template, the subject line and body will populate with your customized content. From there, you can use tokens, modify your wording or formatting, and see suggestions from Titan Intelligence.

Creating email content templates

From the Applications List, select Email Content Templates to view a list of your templates. You can create new ones, deactivate, reactivate, or delete them.

Create templates for the following content types:

Bulk emails
Invoice emails
Proposal emails
Site Audit emails

Select New and fill out the required fields.

Field	Description
Content Type	What email type this template will apply to and be available for.
Template Name	A unique name to identify the template when importing it to an email. Names can only include letters or numbers.
Branches	Templates must be assigned to at least one branch.
Email Subject	A reusable heading for your template. You can change this when you import the template.
Email Body	The reusable content of your email. When you import this template, you can change the body at any time, insert tokens, and use Titan Intelligence, if enabled, to refine your changes.

Applying email content templates

On the email screen for bulk contact, invoice, proposal, and site audit emails, insert the template you created to populate the email subject and body for you.

Select Template.
Choose the template you want to use.
Review your content and make any edits you need.

Keep in Mind

Email content templates and electronic signature templates are configured separately.
When you select a content email template, it will override any electronic signature template applied.
To include electronic signatures with email content templates, add ElectronicSignatureLink as a token and check the Enable Electronic Signature box.