By now, you should have some email templates in your account, either through importing them or creating them from scratch. There are a number of different ways to get to your Emails option to apply an email template, but for now, we'll just go over applying one from the transaction details.
Important: You will need to have your Google Workspace or Microsoft Outlook email connected for this to work. If you don't have either of these, you will need to set up a non-API email address. |
To get to your transaction details, click on the title of the transaction you need to apply the email template to. Select Emails from the header, and find Apply Template in the upper right corner of the email. Click on it to pull up a list of your email templates.
You can either scroll through your email templates or search for the one you need if you have a lot of templates. Click on Apply next to the one you want to use.
This will apply the email template into the email section. It's important to look over it to make sure you aren't missing any details and that the formatting looks okay.
If you need to make any changes to your email template, go back to the Templates page in the hammer icon and edit it. You shouldn't need to edit it each time you use it, but the first few times you may find some sections that need modified.
Anytime you see the Property Options icon, you can click on it to open up the option to create an email, either from scratch or through a template.
This also applies to the envelope icon that you will see on the individual cards found on the Task or Trigger Pipeline.
