1. Add Email Template 

1.   Go to Email Template Section : Under Marketing Menu in Left Navigation of admin dashboard, choose Email Template . 

2.  Add Email Template : Inside Proposals area use this link then click on “Add Email Template ” button. 

3.  Fill in Required Fields : A form will appear and you should fill in fields below: 

•   Related To : Which entity does this email template relate to? (i.e., Lead, Estimate, Proposal,Campaign) – Required Field   

•   Is Active : Is this an active email template? Yes/No – Required Field  

•   Name : Name for email template – Required Field  

•   Subject Line : Subject for emails that will be using this template-Required Field  

•   Can Use Them In Your Body : (Optional) List a few placeholders or variables that can be used in                      {CustomerName}, {ProjectName}). 

•    Body : Enter the exact message in the email. This field is required. 

4.  Save The Email Template : Fill in all fields with appropriate information and press “Submit” button to add the Email Template into system.