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Classic: Creating Email Templates
Classic: Creating Email Templates

This article was created from a Google Doc.

Updated over 4 months ago

Email templates allow you to take your frequently used emails and make them reuseable so you don’t have to retype them every time.

Go to Setup

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Search for “email templates”

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Create a new email template

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Choose “Text” email template

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Fill out the email template

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Attach files like intake pdf files

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Select a file and attach

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Send an Email from any Contact record

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The email will automatically fill in fields and contain the attached intake form

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