Managing email templates for Intake Forms ensures that your communication with recipients is consistent and professional. You can customise the default email templates used for sending Intake Forms and receiving submissions. This guide will show you how to manage and customise these email templates.
Instructions
1. Access Account Settings
- Start by navigating to the Account section from your Smarter Drafter dashboard. This is where you can manage all account-level settings, including email templates.
2. Go to General Settings
- In the Account section, click on General to open the general settings page.
3. Access Email Templates
- Under the General settings, find and click on Email Templates. This will open the email template management page where you can customise your templates for Intake Forms.
4. View the Default Templates
- On the Email Templates page, you will see the default templates for sending Intake Forms to clients and for receiving completed Intake Forms. The templates are as follows:
- Intake Form to Client: This is the email sent to the recipient with the link to the Intake Form.
- Intake Form to Owner: This email is sent to the sender when the recipient submits the Intake Form back.
5. Edit an Email Template
- To edit one of the templates, click the Edit button next to the template you want to modify. This will open the email editor where you can make changes to the subject line, body content, and any other parts of the email.
6. Customise the Email Content
- In the email editor, you can modify the following elements:
- Subject Line: Update the subject to reflect the purpose of the email (e.g., "Please Complete Your Intake Form").
- Body Text: Edit the message to match your tone and branding. You can include placeholders for personalisation (e.g., recipient's name or form title).
- Attachments: If needed, you can attach files or include links to additional resources.
7. Save Your Changes
- After editing the email content, click Save to apply the changes. The customised email template will now be used when sending or receiving Intake Forms.
8. Send Test Emails
- It’s a good practice to send a test email to yourself before finalising the template. Click the Send Test Email button to preview the email as it will appear to the recipient. Review the content and ensure that everything looks correct.
Common Issues & Solutions
- Issue: The email template is not applying when sending the Intake Form.
- Solution: Ensure that you have saved the changes after editing the template. If the template is not applying, try refreshing your dashboard or checking if any settings were missed.
- Issue: Test emails are not reflecting the latest changes.
- Solution: Ensure that you’ve clicked Save after making edits to the template. If the changes don’t appear in test emails, clear your browser cache and try again.