Custom introduction templates are unique and customized to your requirement.
UpHabit comes with 4 default Introduction templates. These templates can be duplicated and edited as you require.
Introducing 2 contacts (with follow-ups)
Introducing 2 contacts (without follow-ups)
Introducing 3 contacts (with follow-ups)
Introducing 3 contacts (without follow-ups)
If you would like to create a new template from scratch, head over to Settings >>> Account >>> Message Templates >> Add >>> Introductions
The following fields are fully customizable
Label - This is the label for the new introduction template, can be re-used in the future
Subject - Introduction subject
Subject more than two - Used when you're sending an introduction to more than two contacts, this subject line will be used instead
Body - Introduction
Each contact - Customize the text to be inserted for every contact who will receive the email
The Thumbs up survey and Introduction Reminder defaults can also be set.
To duplicate and edit one of the default templates, head over to Settings >>> Account >>> Message Templates >>> Choose the template you wish to duplicate and edit
Scroll to the bottom and tap on Make a copy
Here you can fully edit the following fields:
Label - This is the label for the new introduction template, can be re-used in the future
Subject - Introduction subject
Subject more than two - Used when you're sending an introduction to more than two contacts, this subject line will be used instead
Body - Introduction
Each contact - Customize the text to be inserted for every contact who will receive the email
Once you're finished creating your custom Introduction template, you can find them in your list of templates.
