How to setup email templates for each of outgoing emails in MeasureSquare CRM?
This article will guide you through the process of setting up and customizing email templates for outgoing emails in MeasureSquare CRM.
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Step 2:
Option A: Create a New Template
Click on the "New Template" button to create a new email template.
- A pop-up window will appear where you can enter the template name, subject, and email body.
- Use formatting tools to customize the content and layout of your email. - You can insert dynamic fields by typing "{{" — a list of available variables will appear.
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Step 2:
Option B: Edit an Existing Template
- Use the three-dot menu to the right of the basic preset template to Duplicate it.
- You can insert dynamic fields by typing "{{" — a list of available variables will appear.
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Note: To edit, duplicate, set a template as default, or delete a template, you can Click on the three-dot menu next to the template.
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For Later Use: (Quote for example)
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Steps to Set Up Email Templates
Step 1: Access Email Template Settings
Click the Settings icon in the top-right corner of the CRM interface (⚙️), then select Email Templates from the left-hand menu, choose the type of email you want to configure from the available categories (e.g., General, Quote, Invoice, Work Order, etc.).---
Step 2:
Option A: Create a New Template
Click on the "New Template" button to create a new email template. - A pop-up window will appear where you can enter the template name, subject, and email body.
- Use formatting tools to customize the content and layout of your email. - You can insert dynamic fields by typing "{{" — a list of available variables will appear.
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Step 2:
Option B: Edit an Existing Template
- Use the three-dot menu to the right of the basic preset template to Duplicate it.- Click the copied version to begin editing.
- Modify the template name, subject, and email body as needed. - You can insert dynamic fields by typing "{{" — a list of available variables will appear.
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Note: To edit, duplicate, set a template as default, or delete a template, you can Click on the three-dot menu next to the template.
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For Later Use: (Quote for example)
All templates are saved under their respective categories and can be reused anytime when sending emails from the CRM.