How to create new templates
- Login to your ezyCollect file.
- From the Setting side, click Templates.
- From the Template Page, click New Template. Currently, you can only create and use these new templates for on demand and automated statements.
4. Start creating your template from scratch.
- Create a name for the template for easy reference.
- Create the Subject and Message of the email. You can use the smart merge fields on the right hand corner.
- Click Preview to check how the template looks like.
- Once you are happy with template, then click Save.
Important Note: You can only create a maximum 20 templates.
How to create a new template (Video Guideline)
Related Info:
How to use templates for your automated monthly client statements
How to use templates for on demand monthly client statements