Managing Email Templates

This article covers various actions you can do with email templates.

It covers the following topics:

• Editing a template
• Cloning a template
• Sending an email template
  
  

Edit a template

1. Navigate to Settings and click Email Templates under the Automation heading.
2. Click Team Members or Customers.
3. Click on the template you want to edit.
4. Make your desired changes.
5. Click Save in the top right.
   
   

Clone a template

1. Navigate to Settings and click Email Templates under the Automation heading.
2. Click Team Members or Customers.
3. On the right side of the template click the action menu.
4. Click Clone on the far right of the template's name.
   
   

Send an email template

Step 1: Add a rule

Before emailing customers, send out a test email to ensure your template is correct. Click Send Test Email under the Message box on the right side.

1. Navigate to Settings and select Rules under the Automation tab.
2. Add a new rule with your required conditions (e.g. accounts with an "active" status).
3. Under Actions, change the type to "Email customers".
4. Fill out the sender information and subject line. 
5. Select Import Template under the right side of the message box.
6. Check the "Prevent this action from repeating" box, or the rule will trigger every time your conditions are met.
7. If this is a one-time email, disable your rule after it's been sent out.

Step 2: Identify specific recipients

If you want to send an email to only a particular group of people, you can add filters to make it easier.

1. In the Rule Editor, set the Action Type to "Email customers".
2. Click the grey plus button beside "When the recipients match ALL of these filters".
3. Fill in the fields.
4. Click Create in the top right.

You can also add an "'OR' Group" if the recipient falls into another group. For example, they could be an account key contact or a team leader.

Want to learn more?

Read about how to create email templates in Amity and how to create rules.