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Setting Up Mail Templates
Setting Up Mail Templates

Effortlessly Create and Manage Mail Templates for Invoices, Contracts, Guest Lists, and Itineraries

Geertje avatar
Written by Geertje
Updated over 4 weeks ago

This guide will walk you through the process of setting up email templates in Agency for sending invoices, contracts, guest lists, and itineraries. By creating default email body text, you can streamline your communications and ensure consistency across your messages.

Default Texts for Different Items

You can set default texts for the following items:

  • Invoice

  • Contract

  • Guest List

  • Itinerary

Creating a Template

  1. Navigate to Office in ABOSS: Start by logging into your ABOSS account and navigating to the "Office" section.

  2. Click on Mail Templates: Find and select "Mail Templates" to begin creating your template.

  3. Select Template Type: Use the selection box to choose the type of template you want to create. Enter a title for your template and click on "Create new template".

  4. Editor Screen: The editor screen will open, where you can customize your template:

    • Email Addresses: Add standard email addresses for the "To", "CC", and "BCC" fields.

      • Note: When using Digital Signature, CC and BCC fields are not used due to SignRequest restrictions.

    • Subject Line: Set a standard subject for your emails.

    • Email Body: Input the default text you want in the email body.

  5. Save Template: After customizing your template, click on "Save template" to save your changes.

Using the Templates

  • Automatic Use: When you send an invoice, contract, guest list, or itinerary, the default template you’ve set will automatically be used.

  • Selecting Different Templates: If you prefer a different template for specific emails, select it from the dropdown menu at the bottom left of the mail screen.

  • Personalizing Emails: You can personalize the default text by adding or removing content, such as inserting a recipient's first name or a personalized message.

Important Note

Dynamic fields, like those used in invoice or contract templates for for example Names, cannot be added to mail templates.

Enhancing Efficiency

With templates set up, you can send emails more efficiently without needing to manually fill out the body text each time. Recipients will receive the email complete with your agency’s logo.

By following these steps, you can ensure that your email communications through ABOSS are consistent, professional, and time-efficient.

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