Setting Up Email Templates in A-Suite

Email templates in A-Suite are a valuable feature that allows you to save time and maintain consistency in your communications.

With email templates, you can predefine emails for common scenarios, which can be sent individually or to multiple recipients as a mass action. This article will guide you through setting up email template categories and creating reusable email templates to optimize your workflow.

Table of Contents

• Video Walkthrough
• Configure Email Template Categories
• Create Email Templates
• Edit Existing Email Templates

Video Walkthrough

Configure Email Template Categories

1. Navigate to the Configuration menu on the left-hand side of your A-Suite window.
2. Hover over the Email submenu and select Categories.
3. In the new window, click Add New Category in the upper-right corner.
4. Enter a name for your category and click Save New Category at the bottom-right corner of the window.

Create Email Templates

1. Navigate to the Configuration menu on the left-hand side of your A-Suite window.
2. Hover over the Email submenu and select Templates.
3. In the new window, click Add New Email Template in the upper-right corner.
4. Fill out the following fields:
   1. Title: Give the template a clear, descriptive title.
   2. Description: Briefly explain or describe the template’s purpose.
   3. Subject: Compose the subject line for the email.
   4. Category: Assign the email to a relevant category.
5. Compose and format the body of your email in the text editor. Use variable fields (e.g., names, locations, or links) for automation in mass emails.
6. When finished, click Save New Email Template at the bottom-right corner.

Edit Existing Email Templates

1. Go to the Email Templates window.
2. Click the title of the template you want to edit.
3. Make the necessary changes.
4. Save the updated template.