How to create my own email template?

Modified on Tue, 11 Feb at 1:41 PM

In SpinOffice, it is possible to create your templates.

Go to the menu item Administration -> Email -> Email templates.

The following screen appears⬇️

➡️Choose 'New' to build your template from scratch with the editor or HTML.
➡️Or go to the option 'Open' to select an existing email template.
➡️ To create a duplicate of the default email template, open the default one and click on 'Save as' to save it as a new version and to continue from there.

This is the default template available in your database⬇️

The <<Dear>> salutation works as follows. It is dependent on the gender/salutation field on the contact card: formal or informal saturation that defines if it will become, for instance, "Dear Hugo," or "Dear Mr. Van der Horst".

Add merge fields, e.g., «My Email», «My first name», «My last name», or «My Job title» from -My list- to customize the template. All the merge fields that are mentioned will automatically be filled with the contact information that you have filled in under Administration -> User settings -> User profile.

The company logo is picked from Administration -> CRM preferences -> Company, where the default logo can be added.

If you want to have a new email template as default for sending emails. Click on 'Action type' and select your template.

When finished, please close the template builder section and click on the 'Refresh' button to update the database. Your newly added template is now available as an email template.