Email Templates

Email Templates

The Email Template Tab will allow the user to view all email templates, create new email templates, edit email templates and delete email templates.

Select the store/branch you want to view by using the drop down in the top left corner.

The templates can be filtered by category using the category drop down making it easy to find templates.

The Grid View displays:

  • Star - Default email template

  • Template Name

  • Batch Flag - This flag indicates the template is currently being used on an active batch email.

  • Batch Only - A green check mark under this header indicates the template was created only for batch and will not show as a template when manually sending an email.

  • Link to Survey - Displays if there is a survey linked to the email template

  • Language

  • Category

  • Update By - The last user to update the template

  • Update Date - The date it was last updated

  • Created By - The user that created the template

  • Created Date - The Date the template was created

  • Survey Name - The name of the survey that is linked to the template (if a survey was linked)

  • Mobile - Check this check box on any Sales, Sales Lead or Marketing Template to make it available for use in Showroom mobile.

Adding a New Template

To add a new template click on options in the top right hand side and select 'Add New Email Template' from the drop down.

The top of the email template pop up displays:

  • Star - To make the template a default template

  • Template Name

  • Batch Only

  • Contact Type

  • Subject

  • Language

  • Send Test Email - Sends a preview of the email to the email address that was entered

  • Merge Fields

  • Youtube Link

  • Survey

Adding Merged Fields

To add a merged field place you cursor where you want the the merged field to be inserted in either the subject field or the body of the email.

Choose the option you want inserted from the Merge Fields drop down and click on the green plus sign to insert it.

Adding Youtube Videos

Version 9.2.1


We have added four new merge fields << ApptDate_es >> and<< ApptTime_es >>. These merge fields have been added for users who wish to create bilingual templates, this would include Spanish and French or/and English scripting in one template.

We have added Spanish to the language drop down so when selected the merge fields << ApptDate >> and << ApptTime >> will translate according to the language that was chosen on the template.

<< ApptDate_es>> and << ApptTime_es >> will display as "viernes, 22 de mayo de 2020 09:45 AM".