Create email templates with merge tags to create customized emails easily for your moves or case records. With this feature, you'll save time by avoiding manual email creation. 📨
Navigating to email templates
To begin creating an email template, navigate to Company Documents, click on your Profile icon on the top right corner to open the drop-down menu, hover over "Settings" and click on the Company Documents setting to open the Company Documents screen.
Select the Email Templates tab to view all available email templates in the Company Documents.
How do I create an email template?
To create a new email template, click on the "Plus" button in the upper right corner and select "Create Email Template".
Once created, the email editor will appear and you can now create email templates as you wish!
You can also rename the title of the email template by clicking on the title field and typing ahead.
You can also add merge fields to your email template! Just click on the "{ } Merge Fields" button which can be found on the upper right corner of the editor. Then drag your merge fields into the editor to use them.
And once you are done editing the template, don’t forget to click "Save"!
Adding tags to email templates
Similar to company documents, you can also add tags to help you categorize and locate email templates efficiently. You can also add your custom tags too!
Start by clicking through the Tags column and click on the plus circle icon. This will open the tags drop-down list.
How to use filters on email templates
These features allow you to narrow down your email template list based on specific criteria. Whether you're looking for email templates updated within a certain timeframe, or filtering by tags.
Click on the Filter icon on the upper right side just beside the Plus button to open the drawer.
On filters, you can select a date range to find documents updated during that period. You can also choose from available tags to find documents associated with those specific categories.
Click on "Apply" to run the filters with the selected options.
How to share email templates
The Share Link option allows you to create a direct link to a specific email template. This link can then be sent to any Workia user (users only), granting them immediate access to view or download the file.
To begin sharing, click the Share icon next to your chosen template.
Click the Copy icon to copy the generated URL to your clipboard.
You can then paste this link into a Workia message, email, or any other communication medium and users will be able to view and download the document.
Using email templates in a case
To do this, open a case and go to the Communications section. Then, select the email option. The first option will appear in the section and you can now choose the email template that you created.
If you need to manage your email template, click on "Manage Templates" under the dropdown list to quickly navigate to the Company Documents screen.