Say goodbye to the hassle of crafting emails from scratch and hello to streamlined correspondence. With SecturaFAB, you can send quotes directly to your customers from your email account and utilize email templates to craft consistency in your messaging.
Let's explore how you can leverage email templates to enhance your communication strategy and simplify your workflow.
1. Let’s first create an email template. Select “Settings.”
2. Select “Email Templates” within the Customization settings.
3. SecturaFAB comes with default email templates that can be edited. Learn how to apply them here or continue to edit and create a new email template. Select “Add.”
4. Parameters can be set depending on the use of this email template. The available template types include:
- Email Signature – A templated email signature that can be added to emails sent from SecturaFAB.
- Notification – An internal alert message that a new task or notification has been sent to the user.
- Quote – A templated email that can be used to accompany a quote sent from SecturaFAB.
In this example, we will create a quote email template. First, let’s name the template.
5. Select a template type. The “Template Type” will determine what placeholders are available to select from and where this template will be used. Let’s select “Quote.”
6. Next, let’s craft a thank you message for this quote request using the available placeholders. Use the dropdown menu to view the available placeholders.
Placeholders are between brackets that will be replaced with actual values. For instance, in this quote email template, the {QuoteNumber} placeholder will be replaced with the quote number.
Tip: Can you spot the additional placeholders used on the template?
7. Select “Create” to finalize this email template.
Now let’s explore how to use a default or newly created email template.
1. Select “Send” from the quote details page. Then, select a report.
2. Select the “Quote Request” email template created previously. Notice your quote attached, then send it to your customer.