Creating Email Templates

Created by Dakota Martin, Modified on Thu, 26 Jan 2023 at 08:03 PM by Robert Butler

To further automate your Actionstep workflows, administrators can create templates for common emails in each matter type. These templates can contain both static text and merge fields. Administrators can make these available to users on the "compose email" screen or associate them with workflow step changes. 

 

Getting Started 

Admin > Email > Email Templates > New Template

 

Template Options

Template Name This option allows you to name your email template. This name will appear in email template dropdowns. 

Copy Built-In Template This option allows you to copy one of the built-in email templates from your Actionstep system

 

Email Content

Subject This will be the subject of the email template. You can use static text or merge fields to populate the subject line

Message Body This will be the body of the email template. You can use static text or merge fields to populate the body. 

 

Additional Options 

Priority Set the default priority this email will be sent with

Sensitivity Set the default sensitivity this email will be sent with

Template Status If you set the status to disabled, this email template will not be available when composing an email

Email Signature Append the user's email signature to this email when sending

Read Receipts Request a read receipt when this email is viewed

Delivery Receipts Request a delivery confirmation when this email is delivered

 

Tips for Creating Email Templates 

Merge Fields are a great way of automatically importing live data into your emails. For more information on merge fields please review this article.

Email Header:  [[FullName|pt=Client_Organization]]

Hi [[FirstName|pt=Client_Primary_Contact]]

Hope you are doing well.

Kind regards,

[[PreferredName|pt=Current__user]] (Note the double underscore "__" in this example)

 

In this example note the following:

  1. Double square brackets [[ ]] surround the merge field.
  2. FullName: This is the full name of the participant taken from the contact record.

   FirstName: This is the first name of the participant taken from their contact record.

   PreferredName: This is the preferred name of the participant taken from the contact record. (Note that this will only work if a preferred name has been entered in the contact record). (As in the screenshot below).

     3. pt: This is the 'participant type.'  A full list of participant types can be seen by going to Admin>Additional Configuration>Participant Types as in the screenshot below.  

(Note that this will only work if a participant type has been attached to the matter that the email is connected to). 


Related Articles: