Email Templates

How to Create and Edit Email Templates
You can manage your email templates via Collabspot Portal Note: For Collabspot Connect users, you can view and edit email templates dire...
Mon, 17 Sep, 2018 at 9:12 AM
Manage Dynamic Fields for your Email Templates in Sugar
Dynamic Fields Dynamic fields automatically fill in the information from your instance to your email templates. In the image below, the template au...
Wed, 19 Sep, 2018 at 10:17 AM
How to Insert Google Drive Attachments
Attach Google Drive Files in Email Template You can attach your Google Drive files to your email templates. Before attaching, check the Share setting...
Mon, 17 Sep, 2018 at 9:12 AM
How to Share Email Templates
You can share an email template to your entire team or another user.  Share Template When composing or editing a template, go to "Sha...
Wed, 19 Sep, 2018 at 10:14 AM
How to Add Reminder in Email Template
Add Reminder   You can add a reminder for a specific template. The reminders can be set to give you a notification after nth number of hours/days/weeks or...
Mon, 17 Sep, 2018 at 9:12 AM
How to Create a Category
You can organize your email templates by creating a Category when you create a template. This allows you to select the template you need to use easily.  ...
Wed, 19 Sep, 2018 at 10:00 AM