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How do I Create Email Templates?

Email templates are a great way to save time when sending common emails to people. You can create an email template by following these steps:

 

STEP 1

Go to your "Admin Panel" from the top right corner of the page (https://go.ninjodo.com/settings)

 

 

STEP 2

Choose "Email" from the left menu and then select "My Email Templates" from the dropdown menu:

 

 

STEP 3

In the "Give this template Name" field, give your template a name (you will see this when sending the email template and it won't be visible to the recipient of the email)

STEP 4

In the "Email Subject" field, type your email subject

STEP 5

In the Editor window, start with: "Hi [PersonFirstName]"

Then type the rest of the body of your email template below

STEP 6

Finally Click "Save Template"

 

 

PRO TIP

Mail merge fields are a great way to customise your emails. For example, instead of sending an email starting with just a generic "Hello" or having to manually type a name, you can instead add [PersonFirstName] to automatically add recepient's first name.

You can mail merge some fields from the Person's file, such as; [PersonFirstName], [PersonLastName], [PersonCompany]

You can type these manually or click on the item you want from the dropdown below the Editor titled: "Choose a mail merge field"

The merge field will be inserted wherever your mouse click is placed