Available in Editions: All Editions

- Permission Required: Email Template

Create Email Templates

1. Navigate to Setup > Email > Email Template and click Create New.
   
2. Enter the following details, then click Next:
   
1. A Template Name
   
2. Choose Module: The module for which you want to create the email template
   
3. A Description of the email template
   
   
   
   
3. In the Template Builder, add the body of the email and click Save & Preview.
   
   
   
   
   
   
   
   To add a placeholder, type #. From the dropdown, select a module whose field value you want to use. Search the field you want to use and select it. The placeholders will get replaced with actual values when the email is sent.
   
   
   
   
   
   Using the options available in the toolbar you can format the content in the body of the email. You can also use the HTML Editor [</>] to make any modifications. The first row in a table cannot be deleted as it is meant for adding the table headings. You can include an attachment in your email.
   
   
   
   
4. From the Choose Actual data to preview dropdown, choose a record. The template will be populated with the details of the selected record.
   
   
   
   
5. Click Send Test Email.
   A test email will be sent to the Super Admin of the organization.
   
   

Example

1. Navigate to Setup > Email > Email Template and click Create New.
   
2. Enter the following details, then click Next:
   
1. Template Name: New Request
   
2. Choose Module: Requests
   
3. Description: Notify the user when a new request is created for them
   
   
   
   
3. In the Template Builder, add the following in the body of the email and click Save & Preview.
   
   
   

   Dear ${Requests.Contact.Salutation} ${Requests.Contact.First Name} ${Requests.Contact.Last Name} , A new request ${Requests.Request Name} has been created for you. Please find the details below:   Request Attribute Request Value    Summary    ${Requests.Summary}    Priority    ${Requests.Priority}    Due Date    ${Requests.Due Date}   For further information, please contact us at support@zohofsm.com. Thanks, ${Organization.Organization Name} Team

Manage Email Templates 

 

How do I set an email template as the default template for a module?

1. Hover over the desired template and click on the More Options [  ] icon.
   
2. Click on Set as Default.
   
3. In the confirmation message, click Yes, Proceed
   

1. The template you use to email an estimate
   
2. In the Template dropdown in the Send Service Report overlay.

Points to Remember 

1. In the Standard edition, you can include a maximum of 10 attachments in the email provided their combined size is only upto 3 MB. In the Professional edition, you can include a maximum of 10 attachments in the email provided their combined size is only upto 5 MB. In the Free edition, you can include a single attachment in the email with size upto 3 MB. Attachments will only be supported in the Standard edition. The files types supported are .jpg, .png, .gif, .jpeg, .tiff, .ief, .pdf, .docx, .xlsx, .csv, .txt, .bmp, .vcf, .xls, and .xml.
   
2. While creating templates for a module, you can include the field values of other related modules. The Organization details will be available for all modules.
   
   
   

   Module Selected	Related Modules
   Contacts	Companies
   Companies	-
   Requests	Companies Contacts Assets
   Estimates	Work Orders (Parent Work Order) Requests Companies Contacts Assets
   Work Orders	Estimates Requests Assets Companies Contacts
   Service Appointments	Companies Contacts Assets
   Services And Parts	Companies Contacts
   Assets	Services And Parts              Companies              Contacts
   Trips	Service Appointments
   Time Sheets	Service Appointments