Email content templates

Email content templates

What's new?

Email content templates let you customize messaging and import it into your emails as many times as you need. Once you insert your template, Aspire populates the subject line and body with your customized content. You can then use tokens, modify your wording or formatting, and see suggestions from Titan Intelligence.

Accessing templates

Go to Admin > Applications List > Email Content Templates to view your saved templates. From this list, you can create, edit, deactivate, or delete templates.

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	The type of email the template applies to.
Template Name	A unique name to identify the template when importing it. Names can only include letters or numbers.
Branches	Templates must be assigned to at least one branch.
Email Subject	A reusable subject line for your template. You can change this when you import the template.
Email Body	The reusable email content. When you import this template, you can change the body at any time, insert tokens, and use Titan Intelligence, if enabled, to refine the text.

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 needed.

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.