Email Templates

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The “Email Templates” feature in theBOSSapp allows you to create custom templates for the emails you send in association with your custom jobs. This feature streamlines your communications, saves time, and ensures consistency in the messages you send to your customers and clients.

Viewing Email Templates

To view Email Templates, go to ‘Organisation’ > ‘Email Templates’

To access the “Email Templates” feature, follow these steps:

  1. Login to theBOSSapp
  2. Navigate to the “Organisation” section
  3. Under ‘Organisation Details’, click on “Email Templates”

Once you are on the “Email Templates” page, you will have the ability to:

  1. Create new email templates: You can add a new email template by clicking on the “New Email Template” button and selecting the custom job, entering a name, subject, and body of the email template. The body of the email can contain variables from the custom job, which will be automatically filled in when the email is sent.
  2. Edit existing email templates: You can edit an existing email template by clicking on the email template you wish to edit, making the necessary changes, and clicking the “Save” button.
  3. Delete email templates: You can delete an email template by clicking on the email template you wish to delete and clicking the “Delete” button.

Editing Email Templates

Using Email Templates in a Custom Job

To use the email templates in a custom job, follow these steps:

  1. Navigate to the custom job you want to send the email for.
  2. Click on the “Send Email” button.
  3. Select the desired email template from the drop-down menu.
  4. Review the filled-in variables and make any necessary changes.
  5. Click “Send” to send the email.

The “Email Templates” feature in theBOSSapp is a convenient and efficient way to manage your organization’s email communications in association with your custom jobs. With the ability to create, edit, and delete email templates, you can ensure that your messages are consistent and professional, while also saving time and effort.

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