Email templates are a great way to save time and ensure consistency in your communication with clients. In Lawcus, you can create personalized email templates that reflect your brand's uniqueness and provide a professional touch to your emails.
Steps to Create an Email Template (Text Template)
Click on the
Automationtab from the left-side menu.Select
Email Templatesfrom the available options.Click on the
+New Email Templatebutton to create a new email template.Choose a template from the available options or custom build your own template via
New Text TemplateorNew HTML Template.
After selecting available templates, click on
Customizeto update the template based on your requirements.If building a completely new template, add the
Template NameandSubject Line.Subject System Tagscan be used for personalization of the templates.Use
Merge Tagsto personalize the email body, if necessary.Select a fileto personalize an attachment to the email, if necessary.
Once you're done, click on the
Savebutton to save the template.
That's it! You can now use this email template whenever you need to send a similar email to your clients or prospects.
Note: You can also select & customize the Font, Alignment, etc. and insert links, photos, videos, emotions, etc. If required, you can use the AI to write the template as well.
Note: You can also customize your email signature to match your brand's identity by going to Settings > User Settings > Email Signature.
Steps to Create an Email Template (HTML Template)
Click on
New HTML Templateat Step 4 above.Add the
Template NameandSubject Line.Subject System Tagscan be used for personalization of the templates.
Select a fileto personalize an attachment to the email, if necessary.Drag and dropthe desired elements from the right to create the outline of your email. UtilizeContent,BlocksandBodyto meet your unique requirements fully. In this step, when you drag and drop text fields, you will automatically get access to theMerge Fields. The Merge Fields can be used for further personalization. For example, in Invoice Email Templates, invoice fields merge tags to automatically insert dynamic invoice details such as invoice number, the amount due, due date, etc.Click
Saveto complete the process.