On a mission to help you manage everything in one place, our email templates feature provide a single place to store all the emails you use time and time again so you're not reinventing the wheel each and every time. With the option of quickly dropping in merge fields, you can trust your all your emails will be personalized without you needing to search lead or client records for specific information.

Getting Started With Email Templates

The following is a list of the types of email templates you can create in Aisle Planner:

  • Lead auto responder 

  • Brochure

  • Proposal

  • Contract

  • Questionnaire

  • Invoice

  • Quote

  • Studio share

And, since we're all about creating time-saving tools to help you work more efficiently, to get started, we recommend taking a moment to create your email templates, so you don't need to start from scratch every single time you want to send any type of email from Aisle Planner.

To create your first email template, head on over to the Business Settings Icon menu, which you'll find towards the top right of your Pro Dashboard and follow the steps below!

Step 1:
Click on the Templates tab towards the top of your screen and select the Document option, which you'll see on the left.

Step 2:
Click on the gold Add New button. 

Step 3:
Choose the option for which you'd like to create the email template.

Step 4: Give This Template A Name
The first thing you'll want to do is give your new template a name for future reference. Naming your templates is important, so you won't have any challenges finding the right template that you need down the road.   

Pro Tip:  If you choose the wrong message type, not to worry, you can easily change it here under the Message Type drop down.

Step 5: Add In Your Content
Create your email subject and type in your email. To add merge fields, choose from the Merge Fields drop down menu.

Once you've completed your template, click on the gold Done button to go back to your email template index page.

Pro Tip: If the merge field starts with “Email,” the data is pulled from the name associated with the email address. If it begins with “Lead,” the data is pulled from the lead record. In addition, if it starts with “Client,” the data is pulled from the client record from within the client’s project. Finally, if the merge field starts with “Project,” the data is pulled from the project settings. Learn where to use merge and input fields here.

Once you’ve created your email templates, you can start using them right away. Click on the Add From Template button and make a selection from the drop down menu.

And, if you find you do not have an email template already created, you can click the gold Add Invoice button and get started that way.

Sending Emails

When you are ready to send your client a document, quote, invoice, or studio share, simply click into the gold action box and choose Send.

The email modal will pop up and from there you can choose the appropriate email template. To make it easy, only the templates that correspond with the type of email you are trying to send will populate the drop down list.

Once you select your email template of choice, the email message window will automatically populate. At this point, you can made additional edits to the email before sending.

If all looks good, click the ReCaptcha box and then Send.

Your clients will receive a perfectly formatted and personalized email from you without knowing it took seconds to create. Your secret is safe with us! 

Still More Questions?

We've created a wealth of resources and answers to frequently asked questions about all our features here in our help center. Still need more guidance, please reach out to us by click on the messenger button in the bottom right of your screen, or email us at customercare@aisleplanner.com

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