How Do I Load an Email Template?

Navigation: Email > Email Templates

Sending emails can be a very repetitive process, especially if it is one you are constantly having to send, such as a payment reminder or welcome email.

Fortunately, our software accounts for this and allows you to create email templates which you can quickly load and send.

Step 1: First, hover over ‘Email’ then click ‘Send Email’.

Step 2: Next, select via the tickboxes which group(s) you would like to send your email to. Once you have selected, click ‘Next’.

Step 3: Once you are in the email builder where you can write and design your email, click the ‘Load template’ icon.

Step 4: A pop-up box will then appear allowing you to select which email template you would like to load. Once you have decided which template you would like to use from the dropdown list, click ‘Open’.

Step 5: The template you selected will then open along with a list of contacts you can send it to. Simply, untick the names of the people you do not wish to send the email to or tick the box next to the name of those you do.

Step 6: Once you are happy with the template you have loaded – how it looks, its content and the people who will receive it – hover over ‘Sending options’ and click ‘Send or Schedule’.

Step 7: A textbox will then appear presenting you with several options to select from:

Option 1 - When sending this email to linked contacts who share the same email address:

Here, you can select whether to send just one email or to send one email per person to the same address. Typically, you will send only one email.

Option 2 – Send email:

You can select whether to send the email once or on a recurring basis. If you decide to send the email recurrently, you will have the option to send it ‘Weekly’, ‘Monthly’, ‘Bi-annually’ or ‘Annually’.

Option 3 – Send:

This is where you decide if you want to send your email immediately or whether you would like to schedule it for a later time / date.

If you are scheduling your email for a later date / time, you will be presented with an interactive calendar and sliding timescale to set your date and/or time of sending.

Step 8: Once you have decided on the above options, click ‘Finish’.

Once you have followed the above steps your email will be sent or scheduled for later successfully.