Free-Typed Emails

You can type and send an email to any customer by clicking their email address on their Owner page, then selecting Send Email from the drop-down menu. Type your email then click the Send Email button.

You can also send emails directly from the Owner Communications Tab.

Canned Email Templates

Canned Emails are email templates that you can set up from Left-hand Navigation: Admin » Canned Email Templates. These allow staff to send pre-typed emails to increase efficiency and effectiveness with your customer communication.

To send these emails, navigate to the Owner page, click their email address, then select Send Email from the drop-down menu. Or, from the Communications tab click New Email. Click the drop-down under Choose a Canned Email Template. Optionally adjust the content of the email before clicking the Send Email button.

Important:  Your {variables} should populate the desired information into the email form instead of appearing like {first_name}, {location_name}, etc. If they do not, there is a problem with the variables in your template. Adjust your email template before sending.

For more information on setting these up please see our article Send Canned Emails to Individuals and Groups with Templates.

Related Resources

• SMS Topic Outline
• Owner Communications Tab Topic Outline
• Close Invoices Topic Outline
• Remove Specialist Schedules How-To
• Customer Portal 2.0 Topic Outline