Template Button Settings
Default Templates:
You will have 3 emails templates set for you
Statement Template - this is the default* statement email email used in your automated monthly client statement
On Demand Email - this is the default* email template in your first follow-up email.
Direct Debit Authority - this is the default* email template when you request a direct debit authorisation from your customers.
Once you've created multiple templates under the Template Page, you will be able to select and assign the default templates from above.
*ezyCollect provides default email templates but you can customise and edit this as you see fit.
Important Notes:
You can only create a maximum 20 templates.
You can add new templates, edit the existing one but not remove or delete an existing template.
Once you've reached 20 templates and you'd like to add a new one, you will have to edit your existing template and re-use them for the time being.
Email templates saved in the Templates page are not available to view and be used in the New Invoice, Pre-reminder, Communication Rules (1st to 6th follow-ups) emails and Thank you emails. You have to go to Communication Rules to set them up separately.
How to create new email templates
Login to your ezyCollect file.
From the Setting side, click Templates.
Under the the Template Page, click New Template.
4. Start creating your template from scratch or choose the current default templates and edit them as you wish.
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.
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