How do I Set Up an E-Mail Template?


Go to the Settings Tab.

Click on the link at the bottom right that says Setup Email Templates.

The dialer supports on-screen, one-click email sending. In order to use this feature it must be specifically enabled on your account. Emails are sent in HTML format.

Merging emails with information about the contact is possible by using the #{} within the content of the email. For example, if the email should start out as 'Hello Matt, this is Joe from Acme Co...' and the database field name to replace is Name (case sensitive) 'Hello #{Name}, this is Joe from Acme Co...' should be placed in the content. You can put any database filed in the #{} that your would like to be shown on the e-mail.

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