Email Templates

Businesses can set up email templates as they desire in the application. These are preset emails that users can define to standardize email communications with their customers. Both system-defined and user-defined templates are supported. Users can add and remove as many pre-defined templates as possible. System templates cannot be removed.

Email templates can be configured for:

Quotes
Jobs
Procurement
Opportunities
Business Contacts
Estimates
Permissions
Personal Event
Quotes Payment
PO Payments
Action Items
Quickbooks
Dashboards

Jacktrade will continue to add modules to this list of Email Templates like Expenses, Timesheets, Proposals, Lead etc.

There are predefined templates and also users can define their own templates. Under each category, there are two types of templates -

Assignment Notifications - Assignment notifications are the email templates that are used to send out assignment notifications to the Customers and Resources. These templates are not editable to the business. The business can choose to either enable or disable these notifications. If the notifications are disabled, assignments happening to the customers and resources won't send out email notifications.
Templates In Functions - These are email templates that businesses can set in order to standardize the communication between the internal team and the customers and suppliers. Jacktrade provides pre-set templates which businesses can choose from or even add their own templates. Each template can be filled with the following information:
1. Email Subject - Subject of the email. This field is limited to 32 characters, and is mandatory to be filled in.
2. Top Header Text - a simple text that goes on the top header limitation to 50 characters.
3. Bottom Footer Text - a simple text that goes on the top header with a character limitation to 50 characters.
4. Email Body Content - body content can be filled as desired.

Predefined Templates

Jacktrade provides predefined templates for almost all the modules that you can use. The following are predefined templates per module.

Customers - Templates In Functions (Editable)

1. Template Name - After Trade Show Email

Email Subject - Excited about front-end development at {{COMPANY_NAME}}
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

What a great show. I hope you enjoyed it and learned more about email tracking software [tool] to improve your [problem facing business].

I’m sure improving your sales team’s productivity [objective] is a top priority for you. I thought I’d send you “10 Ways to Boost Your Sales Productivity” [piece of content] for you to review. If you’d like any additional information about how [details of content], I’d be more than happy to have a quick chat over the phone.

Just let me know if you have any questions or would like to have a more in-depth conversation. I’m here whenever you need me.

Regards,

2. Template Name - Ask For The Right Person

Email Subject - Could you help me get in touch with the right person?
Email Body - {CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I'm trying to reach the person who's in charge of implementing marketing software at your company.

I've helped businesses like yours increase marketing-qualified leads by as much as 25%.

Could you help me get in touch with the right person?

Thanks for your time,

3. Template Name - Follow-Up Email After a Long Time

Email Subject - Let’s take another look
Email Body - {CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Last time we chatted, we agreed to touch base in a month or two, so I wanted to reach out and revisit our conversation.

Have you given any additional thought to my proposal? I’d be happy to do a quick review of it on the phone and answer any pending questions.

Let me know if (date, and time) work for you to catch up.

Best,

4. Template Name - Follow-Up Email - After Recent Meeting

Email Subject - Thank you for your time
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I really enjoyed chatting with you earlier today and learning more about how you [role] at {{CUSTOMER_COMPANY_NAME}}. I understand the issues you’re encountering with [challenges discussed in conversation] and how they make it harder to [impact on team or company].

As mentioned, I’ve attached more information about our resources and how we can help you boost [business objective] and solve [business problem].

Just let me know if you have any questions and I’d be more than happy to chat again. If not, I look forward to talking again on [date and time].

Regards,

5. Template Name - Follow-Up Email - After Unclear Meeting

Email Subject - Quick check-in
Email Body - {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Just wanted to quickly check-in after our last conversation and see what you were thinking would make sense for next steps. Should we set up a follow-up call to review further?

Happy to touch base on any open questions you have as well.

Regards,

6. Template Name - Offer A Demo to a Product

Email Subject - Trade Show Follow-up
Email Body - Dear {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I hope you are having a great day!

You can reduce no-shows up to 50% by keeping attendees informed and involved with our mobile app.

If you like, I can send you a brief overview of how the app works.

To learn more visit our website http://xyz.com/videos and watch a short video. Please let me know when we can arrange for a demonstration over the phone.

Regards,

Quotes - Predefined Templates

Template in Function (Editable)

1. Template Name - 2nd Follow-Up Email To Your Follow-Up Email

Email Subject - You have got to see this
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I wanted to get in touch to see which of the 10 Ways you\’re using to boost your sales team\’s productivity [details of content sent in first email]. If you haven\’t implemented these techniques yet, I\’d love to help you get started. Are you available for a 30 minute call on [date and time]? Just let me know what works best for you. I look forward to hearing from you!

Best Regards,

2. Template Name - Accept Quote

Email Subject - Quote Accepted - Job ID - {{QUOTE_ID}}
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Thank you for accepting the quotation and giving us an opportunity to partner together.

Your job id is {{QUOTE_ID}} and we will ensure all the products/services are provided to you as per the schedule.

We look forward to working with you together. In case of any questions, please feel free to contact us.

Best Regards,

3. Template Name - Arriving in the Morning

Email Subject - Arrival Confirmation
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Just confirming that we will be arriving tomorrow morning at < manually insert new date here >. Look forward to seeing you then.

Please contact the < help desk > to schedule any changes to the arrival time.

Best Regards,

4. Template Name - Attached Are Product Pictures

Email Subject - You have got to see this
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Hope you are doing well. As requested, attached are some images for the products you were interested in. Let me know if you would like information on any additional products.

Looking forward to hearing your feedback for these.

Best Regards,

5. Template Name - Cancel Quote

Email Subject - Sorry to see the cancellation, how can we help?
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

This is to confirm your quote has been cancelled.

We know that sometimes people change their minds, but we are sorry to see you go. Our team got together and weI do have a few suggestions on how we can provide a better quote. Do reach out if you would like to hear more about this unique offer.

If we don’t hear back from you, we will understand the timing wasn’t right. If there is anything we could do better, please let us know and we will do our best to satisfy your needs.

Warm regards,

6. Template Name - Cancelling Single Service. Detailed in the email

Email Subject - Canceling Single Service.
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Sorry to hear you need to cancel your service request. Please let us know if there is anything we can do to meet your needs.

If we can be of any assistance in the future, please do not hesitate to reach out.

Best Regards,

7. Template Name - Cancelling Visit. Let’s meet soon though

Email Subject - Meeting Cancellation
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I am sorry we had to cancel this meeting but please let me know when we can reschedule for. I am available (date options) and look forward to continuing our conversation.

Warm regards,

8. Template Name - Follow-Up Email After Leaving Voice Mail

Email Subject - Sorry I missed you
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I just called to [explain your purpose]. In my voicemail, I mentioned that I’ll try you again on [date and time], but feel free to reach out to me whenever works best for you at [phone number] or shoot me an email.

Best Regards,

9. Template Name - Follow-Up Email

Email Subject - Quick check-in
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Just wanted to quickly check in after our last conversation and see what you were thinking would make sense for next steps. Should we set up a follow-up call to review further?

Happy to touch base on any open questions you have as well.

Best Regards,

10. Template Name - Quote Estimate has changed

Email Subject - Updated Quote
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Hope you are doing well. Per our discussion, please note that the quote estimate has been updated.

Best Regards,

11. Template Name - Reminder - Yay! We will be there tomorrow

Email Subject - Appointment Confirmation
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Just confirming our appointment for tomorrow at < manually insert new date here >. My information is below should you have any questions or changes.

See you soon!.

Best Regards,

12. Template Name - Service Schedule Change

Email Subject - Notification of Change - Service Schedule
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

This is a notification of a change to the scheduled service we had discussed. The date has been updated from < old date and time > to < new date and time>.

Best Regards,

13. Template Name - Submit Quote

Email Subject - Submitting Quote
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Thank you for giving us the opportunity to partner together. Attached is the proposal containing estimates for each of the products/services we discussed. Please review the estimate and confirm the details at your earliest convenience.

We look forward to working together. If you have any questions, feel free to contact us.

Best Regards,

14. Template Name - Void Quote

Email Subject - Your Quote is Voided
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

We have removed this Quote {{QUOTE_ID}} from our system. My information is below should you have any questions regarding this quote.

Please contact us for a new quote and we look forward to hearing from you.

Warm regards,

15. Template Name - We are here to help you

Email Subject - Help is just a phone call away
Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}

I wanted to make sure you know that we are here to help with any questions or concerns you might have. Your satisfaction is of utmost importance to us. Please don’t hesitate to reach out by phone or email.

Sincerely,

Jobs - Predefined Templates

Template in Functions (Editable)

1. Template Name - Cancel Job

Email Subject - Sorry to see the cancellation, how can we help?

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

This is to confirm your Job {{JOB_ID}} has been canceled.

We know that sometimes people change their minds, but we are sorry to see you go.

If we don’t hear back from you, we will understand the timing wasn’t right. If there is anything we could do better, please let us know and we will do our best to satisfy your needs.

Warm Regards,

2. Template Name - Seeking A Referral

Email Subject - We are glad to be in service

Email Body - Hi [Referral partner],

It looks like we both sell to CIOs in the Boston area. I meet with a handful of successful salespeople every week to talk about accounts, and we help each other with introductions to prospects. In some months, my networking group books me more meetings than my SDR.

Would you be interested in meeting for coffee to talk about how we might be able to help each other?

Best Regards,

3. Template Name - Submit Job

Email Subject - Job Confirmation {{JOB_ID}}.

Email Body - Thank you for giving us the opportunity to partner together. Attached is the final quote for your Job containing details for each of the products/services we discussed. Please review the quote and confirm at your earliest convenience.

We look forward to working together. If you have any questions, feel free to contact us.

Best Regards,

4. Template Name - Void Job

Email Subject - Your Job Submission is Voided

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

We have removed this Job {{JOB_ID}} from our system. My information is below should you have any questions regarding this job estimate.

Please contact us for a new proposal and we look forward to hearing from you.

Warm Regards,

5. Template Name - We have finished our work

Email Subject - Completion Notification

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

This Job is now completed. We hope you are satisfied with your product/service.

Your satisfaction is our top priority, so we would love to hear about your experience. Feel free to contact us directly or complete this quick survey (2 mins to complete) to provide feedback.< link >.

Thank you for helping us improve.

Best Regards,

6. Template Name - Your Product has Shipped

Email Subject - Shipment Confirmation

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

This is a confirmation that your product has shipped. Please see link below for tracking information.

Please contact us should you have any questions or concerns.

Best Regards,

Business Contacts - Predefined Templates

Template in Functions (Editable)

1. Template Name - Follow-Up After Long Time

Email Subject - Let’s take another look

Email Body - Hi {{CONTACT_FIRST_NAME}} {{CONTACT_LAST_NAME}},

Last time we chatted, we agreed to touch base in a month or two, so I wanted to reach out and revisit our conversation.

Have you given any additional thought to my proposal? I’d be happy to do a quick review of it on the phone and answer any pending questions.

Let me know if (date, time) works for you to catch-up.

Best,

2. Template Name - Follow-Up After Recent Meeting

Email Subject - Thank you for your time

Email Body - Hi {{CONTACT_FIRST_NAME}} {{CONTACT_LAST_NAME}},

I really enjoyed chatting with you earlier today and learning more about how you [role]. I understand the issues you’re encountering with [challenges discussed in conversation] and how they make it harder to [impact on team or company].

As mentioned, I’ve attached more information about our resources and how we can help you boost [business objective] and solve [business problem].

Just let me know if you have any questions and I’d be more than happy to chat again. If not, I look forward to talking again on [date and time].

Regards,

3. Template Name - Follow-Up After Recent Meeting

Email Subject - Quick check-in

Email Body - {{CONTACT_FIRST_NAME}} {{CONTACT_LAST_NAME}},

Just wanted to quickly check in after our last conversation and see what you were thinking would make sense for next steps. Should we set up a follow-up call to review further?

Happy to touch base on any open questions you have as well.

Regards,

4. Template Name - Offering Product Demo

Email Subject - Trade Show Follow-up

Email Body - Dear {{CONTACT_FIRST_NAME}} {{CONTACT_LAST_NAME}},

I hope you are having a great day!

You can reduce no-shows up to 50% by keeping attendees informed and involved with our mobile app.

If you like, I can send you a brief overview of how the app works.

To learn more visit our website http://xyz.com/videos and watch a short video. Please let me know when we can arrange for a demonstration over the phone.

Regards,

5. Template Name - Post Trade Show

Email Subject - Excited about front-end development

Email Body - Hi {{CONTACT_FIRST_NAME}} {{CONTACT_LAST_NAME}},

What a great show. I hope you enjoyed it and learned more about email tracking software [tool] to improve your [problem-facing business].

Just let me know if you have any questions or would like to have a more in-depth conversation. I’m here whenever you need me.

Regards,

6. Template Name - Post Trade Show

Email Subject - Could you help me get in touch with the right person?

Email Body - {{CONTACT_FIRST_NAME}} {{CONTACT_LAST_NAME}},

I'm trying to reach the person who's in charge of implementing marketing software at your company.

I've helped businesses like yours increase marketing-qualified leads by as much as 25%.

Could you help me get in touch with the right person?

Thanks for your time,

Procurement - Predefined Templates

Templates in Functions (Editable)

1. Template Name - Approve Order From Seller

Email Subject - Next Steps for Procurement

Email Body - Thank you for your prompt response to my email. I have gone over the information you sent and we are happy to proceed with the order from you.

However, we would like to request some samples first to test the quality before moving on to our real order. Specifically, we are interested in (Product details). How can we arrange to have samples for these items shipped?

Shipping Address:

{{SHIP_ADDR_CITY}} {{SHIP_ADDR_STATE}} {{SHIP_ADDR_COUNTRY}} {{SHIP_ADDR_ZIP}}.

Looking forward to partnering together.

Best Regards,

2. Template Name - Buyer Question For Supplier

Email Subject - Questions For Buyer

Email Body - My name is {{RESOURCE_FIRST_NAME}} and I have a company called {{BUSINESS_NAME}}. I am interested in purchasing wholesale from your company. I have a few questions:

1. Do you have the product(s) we want?

2. Are you able to label your product with our own branding(OEM options)?

3. How does the private labeling process work with you?

4. What are the price tiers for the product?

5. Do you provide samples?

6. What is the MOQ(Minimum Order Quantity)?

7. What is the estimated time until products are ready to be shipped to Amazon’s warehouse?

8. Orders covered by insurance ?

9. What are the payment terms ?

Thank you for your time.

Best Regards,

3. Template Name - Purchase Order Cancel

Email Subject - Purchase Order Cancellation

Email Body - Hi {{SUPPLIER_FIRST_NAME}},

This is to confirm your Purchase Order {{PO_ID}} has been cancelled.

We know that sometimes people change their minds, but we are sorry to see you go.

If we don’t hear back from you, we will understand the timing wasn’t right. If there is anything we could do better, please let us know and we will do our best to satisfy your needs.

Warm regards,

4. Template Name - Purchase Order Submit

Email Subject - Purchase Order, {{SUPPLIER_FIRST_NAME}}

Email Body - Hi {{SUPPLIER_FIRST_NAME}},

Thanks for providing us the opportunity to do business with you. You will find an estimate containing each of the products/services we are proposing to complete attached with this email. Please review the estimate and reply to this email at your earliest convenience.

We look forward to doing business together. If you have any questions, feel free to contact us.

Best Regards,

5. Template Name - Requesting wholesale pricing or supplier catalogs

Email Subject - Requesting wholesale pricing or supplier catalogs

Email Body - Hello

My name is {{RESOURCE_FIRST_NAME}} and I have a company called {{BUSINESS_NAME}}. I am interested in purchasing wholesale from your company. Please email and/or mail your catalog at your earliest convenience. My resale number is {{RESOURCE_PHONE}}.

Thank you for your time.

Best Regards,

Opportunities - Predefined Templates

Templates in Function (Editable)

1. Template Name - Break Up Email

Email Subject - Long time no hear

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I wanted to reach out to you one last time. I have suggestions on how your ____ can work harder in terms of generating new business. If I don’t hear back from you, I’ll assume the timing isn’t right.

My information is below should you have any questions.

Best Regards,

2. Template Name - Build Rapport With Common Interests

Email Subject - Build Rapport With Common Interests

Email Body - Hey {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Was browsing through LinkedIn. Looks like you and I are both in [industry] and we're both snowboarding fans. Have you ever dreamed of having an industry conference at a ski resort? I have.

Have you gotten out this year? I got out to Loon last month. The powder was amazing.

Regards,

3. Template Name - Closing An Opportunity

Email Subject - Permission to close your file?

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

We are in the process of closing files for the month. Typically when I haven’t heard back from someone it means they’re either really busy or aren’t interested. If you aren’t interested, do I have your permission to close your file? If you’re still interested, what do you recommend as a next step?

Thanks for your help.

Best Regards,

4. Template Name - Complimenting Your Prospect

Email Subject - Love Your Article, {{CUSTOMER_FIRST_NAME}}

Email Body - Hey {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Thank you for sharing your wisdom with the world.

I love your wit and humor. I find myself nodding in agreement with your advice as I'm laughing out loud.

Your article the other day with the three email templates really inspired me. I forwarded to a few of my clients. One of them has really been struggling to connect with key prospects and we've implemented your advice. A prospect they've been trying to reach for a year now responded within an hour.

I wanted to share that positive feedback with you. I would love to share the impact we are seeing from your advice with you in person, would you be interested in setting up some time to discuss?

Best,

5. Template Name - Congratulations On Getting Funded

Email Subject - Congratulations On Getting Funded

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Congrats on closing your seed funding. That means you're probably starting to think about how you'll raise your A round. Other founders report that it's 100x easier to raise money if they've already figured out how to profitably acquire customers. I've found that David Skok's articles on unit economics are an amazing resource to help with that.

Here's one: http://www.forentrepreneurs.com/saas-metrics-2/

Have you read them?

Best Regards,

6. Template Name - Congratulations On Your Recent Funding

Email Subject - Congratulations On Your Recent Funding

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Congratulations on your recent round of funding.

What you are doing is going to impact the < fill-in > industry in a major way.

I look forward to seeing how you'll deploy your new resources to do it even faster.

Regards,

7. Template Name - Follow Up On Ideas

Email Subject - Some ideas to share with you

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I haven’t heard back from you since our last conversation. We’ve spent a good deal of time together, and I hope I’ve given you some good ideas for your ___ initiatives. Please let me know if ____ is a priority for you now, or perhaps sometime in the future.

Your follow-up is greatly appreciated.

Best Regards,

8. Template Name - Interested in participating in market research?

Email Subject - Interested in participating in market research?

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Thank you for your assistance in designing this survey. Will you take the survey now that it's ready? It's five questions long and should take you five minutes.

As soon as we have 100 respondents, I'll send you the preliminary results.

Best Regards,

9. Template Name - Offer Free Consulting

Email Subject - Trying to connect

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

I’m sorry we haven’t been able to connect. Last time we spoke, you seemed very interested in boosting your sales productivity [objective]. I realize how hectic things can get at work and with family. I would be available for a call during weekends or before or after work hours if that’s easier for you.

I don’t mean to bug you, but I do want to help you manage your team so you can exceed your sales goals objective.

Sincerely,

10. Template Name - Offer Help - Restaurant

Email Subject - Great experience at (Restaurant Name) and recommendation

Email Body - Hi,

My family and I enjoyed a really nice meal at your new < >location last week. I wanted to let you know we really enjoyed the < > and < >.

When I drove by your restaurant last night fairly late (I play indoor soccer at night.. I noticed that you were open, which is nice -- I'll be bringing the guys by for a beer after next week's practice.

But, I wanted to mention that at first glance, the place looked closed. I think it’s because the light in front of the restaurant is really dim.

This isn't my area of expertise, but I know a good sign guy. Would you like an intro?

Regards,

11. Template Name - Send Your Company’s Content

Email Subject - Check out this popular article

Email Body - Hi {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}},

Your blog article about [topic] was excellent. Your ebook on the topic was even better. The part about [section] was amazing because [reason].

But, I had to click around your website quite a bit to find the ebook. Have you ever thought about putting a call to action on the blog post that encourages visitors to download your whitepaper on the same subject?

Here's an article on how and why to do this: [link]

Let me know what you think,

Best Regards,

Adding Templates

Templates can be added here to standardize the communication across the business both internally and with external parties like customers and suppliers. Templates can be added for the following modules:

Quotes
Jobs
Customers
Procurement
Business Contacts
Opportunities

In order to add the template, you can click on the add button at the top right on ‘Email Templates’ and choose the function to which you want to add the template with the template name. Once you add the template name and assign it to a function, you can then add content inside the template including preset tokens like ‘First Name’, ‘Sales Agent Name’, etc.

Inserting Dynamic Data In An Email

Jacktrade supports adding dynamic data through key tokens to your email to personalize the experience and communications. For example, users can insert a key token called {customer_name}, which then dynamically inserts the full name of the customer in the email before sending it out to the email recipient.

Following predefined tokens are supported by Jacktrade per module

Customers - Available Tokens

Data-Based - Customers - Available Tokens

Customer First Name - First name of the customer set in 'Customers'. E.x. John, David
Customer Last Name - Last name of the customer set in 'Customers'. E.x. Smith, Johnson
Company Name - Company name of the customers set in 'Customers'. E.x. Smartly Built
Customer Email - Primary email address of the customer set in 'Customers'. E.x. [email protected]
Customer Phone - Primary phone number of the customer set in 'Customers’.
Customer Address - Mailing address of the customer set in’Customers’.
Resource First Name - First name of the resource assigned in the function set in 'Teams'. E.x. John, David
Resource Last Name - Last name of the resource assigned in the function set in 'Teams'. E.x. Smith, Johnson
Resource Email - Primary email of the resource assigned in the function set in 'Teams'. E.x. [email protected]
Resource Phone - Primary phone number of the resource assigned in the function set in 'Teams'.
Manager First Name - First name of the manager of the assigned resource set in 'Teams'. E.x. John, David
Manager Last Name - Last name of the manager of the assigned resource set in 'Teams'. E.x. Smith, Johnson
Manager Email - Primary email of the manager of the assigned resource set in 'Teams'. E.x. [email protected]
Manager Phone - Primary phone number of the manager of the assigned resource set in 'Teams'.
Business Name - Name of the business entity based on business location set in 'Setup'. E.x Jacktrade
Business Location - Name of the business location set in 'Setup'. E.x New York
Business Tag Line - Business tag line of the entity set in 'Setup'. E.x Master Of More
Business Website - Business website of the entity is set in 'Setup'. E.x https://www.jacktrade.co

Quotes - Available Tokens

Age-Based - Quotes - Available Tokens

Quote Age - Age of quote since added to 'Quotes' in the application. E.x 20 days

Amount Based - Quotes - Available Tokens

Quote Total Price - Total price of the 'Quote'. E.x. $15000

Data-Based - Quotes - Available Tokens

Quote URL - Url of the 'Quote' for navigation.
Quote ID - System generated unique id of the 'Quote'. E.x. 10001
Customer First Name - First name of the customer set in 'Customers'. E.x. John, David
Customer Last Name - Last name of the customer is set in 'Customers'. E.x. Smith, Johnson
Company Name - Company name of the customers set in 'Customers'. E.x. Smartly Built
Customer Email - Primary email address of the customer set in 'Customers'. E.x. [email protected]
Customer Phone - Primary phone number of the customer set in 'Customers'
Customer Address - Mailing address of the customer set in 'Customers'.
Resource First Name - First name of the resource assigned in the function set in 'Teams'. E.x. John, David
Resource Last Name - Last name of the resource assigned in the function set in 'Teams'. E.x. Smith, Johnson
Resource Email - Primary email of the resource assigned in the function set in 'Teams'. E.x. [email protected]
Resource Phone - Primary phone number of the resource assigned in the function set in 'Teams'.
Manager First Name - First name of the manager of the assigned resource set in 'Teams'. E.x. John, David
Manager Last Name - Last name of the manager of the assigned resource set in 'Teams'. E.x. Smith, Johnson
Manager Email - Primary email of the manager of the assigned resource set in 'Teams'. E.x. [email protected]
Manager Phone - Primary phone number of the manager of the assigned resource set in 'Teams'.
Sales First Name - First name of the sale agent assigned in the function. E.x. John, David
Sales Last Name - Last name of the sale agent assigned in the function. E.x. Smith, Johnson
Sales Email - Primary email of the sales agent assigned in the function. E.x. [email protected]
Sales Phone - Primary phone number of the sales agent assigned in the function.
Business Name - Name of the business entity based on business location set in 'Setup'. E.x Jacktrade
Business Location - Name of the business location set in 'Setup'. E.x New York
Business Tag Line - Business tag line of the entity set in 'Setup'. E.x Master Of More
Business Website - Business website of the entity set in 'Setup'. E.x https://www.jacktrade.co

Location-Based - Quotes - Available Tokens

Location Name - Name of the business location set in 'Setup'. E.x New York

Jobs - Available Tokens

Age-Based - Jobs - Available Tokens

Job Age - Age of Job since converted to 'Jobs' in the application. E.x 20 days

Amount Based - Jobs - Available Tokens

Job Total Price - Total price of the 'Job'. E.x. $15000
Job Total Amount Paid - Total amount paid in the 'Job'. E.x. $15000
Job Total Amount Due - Total amount unpaid in the 'Job'. E.x. $15000

Data-Based - Jobs - Available Tokens

Job ID - System generated unique identifier of the Job. E.x. 10001
Job URL - System generated url to navigate to the Job.
Customer First Name - First name of the customer set in 'Customers'. E.x. John, David
Customer Last Name - Last name of the customer set in 'Customers'. E.x. Smith, Johnson
Company Name - Company name of the customers set in 'Customers'. E.x. Smartly Built
Customer Email - Primary email address of the customer set in 'Customers'. E.x. [email protected]
Customer Phone - Primary phone number of the customer set in 'Customers'
Customer Address - Mailing address of the customer set in 'Customers'.
Resource First Name - First name of the resource assigned in the function set in 'Teams'. E.x. John, David
Resource Last Name - Last name of the resource assigned in the function set in 'Teams'. E.x. Smith, Johnson
Resource Email - Primary email of the resource assigned in the function set in 'Teams'. E.x. [email protected]
Resource Phone - Primary phone number of the resource assigned in the function set in 'Teams'.
Manager First Name - First name of the manager of the assigned resource set in 'Teams'. E.x. John, David
Manager Last Name - Last name of the manager of the assigned resource set in 'Teams'. E.x. Smith, Johnson
Manager Email - Primary email of the manager of the assigned resource set in 'Teams'. E.x. [email protected]
Manager Phone - Primary phone number of the manager of the assigned resource set in 'Teams'.
Sales First Name - First name of the sale agent assigned in the function. E.x. John, David
Sales Last Name - Last name of the sale agent assigned in the function. E.x. Smith, Johnson
Sales Email - Primary email of the sales agent assigned in the function. E.x. [email protected]
Sales Phone - Primary phone number of the sales agent assigned in the function.
Business Name - Name of the business entity based on business location set in 'Setup'. E.x Jacktrade
Business Location - Name of the business location set in 'Setup'. E.x New York
Business Tag Line - Business tag line of the entity set in 'Setup'. E.x Master Of More
Business Website - Business web site of the entity set in 'Setup'. E.x https://www.jacktrade.co

Procurement - Available Tokens

Age-Based - Procurement - Available Tokens

Purchase Order Age - Age of Purchase Order since added to 'Purchase Orders' in the application. E.x 12 days

Amount Based - Procurement - Available Tokens

Purchase Order Total Price - Total price of the 'Purchase Order'. E.x. $15000
Purchase Order Paid Amount - Total amount paid in the 'Purchase Order'. E.x. $15000
Purchase Order Due Amount - Total amount unpaid in the 'Job'. E.x. $15000

Data-Based - Procurement - Available Tokens

Supplier Business Name - Business name of the supplier set in 'Suppliers'. E.x Jacktrade
Supplier First Name - First name of the supplier set in 'Suppliers'. E.x. John, David
Supplier Last Name - Last name of the supplier set in 'Suppliers'. E.x. Smith, Johnson
Supplier Email - Primary email address of the supplier set in 'Suppliers'. E.x. [email protected]
Supplier Phone - Primary phone number of the supplier set in 'suppliers'.
Resource First Name - First name of the resource assigned in the function set in 'Teams'. E.x. John, David
Resource Last Name - Last name of the resource assigned in the function set in 'Teams'. E.x. Smith, Johnson
Resource Email - Primary email of the resource assigned in the function set in 'Teams'. E.x. [email protected]
Resource Phone - Primary phone number of the resource assigned in the function set in 'Teams'.
Manager First Name - First name of the manager of the assigned resource set in 'Teams'. E.x. John, David
Manager Last Name - Last name of the manager of the assigned resource set in 'Teams'. E.x. Smith, Johnson
Manager Email - Primary email of the manager of the assigned resource set in 'Teams'. E.x. [email protected]
Manager Phone - Primary phone number of the manager of the assigned resource set in 'Teams'.
Sales First Name - First name of the sale agent assigned in the function. E.x. John, David
Sales Last Name - Last name of the sale agent assigned in the function. E.x. Smith, Johnson
Sales Email - Primary email of the sales agent assigned in the function. E.x. [email protected]
Sales Phone - Primary phone number of the sales agent assigned in the function.
Business Name - Name of the business entity based on business location set in 'Setup'. E.x Jacktrade
Business Location - Name of the business location set in 'Setup'. E.x New York
Business Tag Line - Business tag line of the entity set in 'Setup'. E.x Master Of More
Business Website - Business web site of the entity set in 'Setup'. E.x https://www.jacktrade.co
PO ID - System generated unique identifier of the Purchase Order. E.x. 10001
URL - System generated url to navigate to the Purchase Order.
Shipping Address Line 1 - Address line 1 of the shipping address set in Purchase Orders.
Shipping Address City - City of the shipping address set in Purchase Orders.
Shipping Address State - State of the shipping address set in Purchase Orders.
Shipping Address Country - Country of the shipping address set in Purchase Orders.
Shipping Address Zip - Zipcode of the shipping address set in Purchase Orders.
Ship to First Name - First name of the Ship to resource set in 'Teams'. E.x. John, David
Ship to Last Name - Last name of the Ship to resource set in 'Teams'. E.x. John, David
Ship to Email - Primary email of ship to resource set in 'Teams'. E.x [email protected]
Ship to Phone - Primary phone number of ship to resource set in 'Teams'.
Bill to First Name - First name of the bill to resource set in 'Teams'. E.x. John, David
Bill to Last Name - Last name of the bill to resource set in 'Teams'. E.x. John, David
Bill to Email - Primary email of the bill to resource set in 'Teams'. E.x [email protected]
Bill to Phone - Primary phone number of the bill to resource set in 'Teams'.

Date Based -

Purchase Order Expected Delivery Date - Expected delivery date set in the Purchase Order. E.x Jan 22, 2025

Opportunities - Available Tokens

Age-Based - Opportunities - Available Tokens

Card Age - Age of the opportunity since added to 'Customers' in the application. E.x. 20 days

Data-Based - Opportunities - Available Tokens

Title - Title of the opportunity set in 'Customers'. E.x XYZ Company - 10K Widgets
Opportunity ID - System generated unique identifier of the Opportunity. E.x. 10001
Forecast Close - End date of opportunity before it gets expired set in 'Opportunities'. Ex. Mar'20,2019
Opportunity URL - System generated URL to navigate to the Opportunity Card.
Customer First Name - First name of the customer set in 'Customers'. E.x. John, David
Customer Last Name - Last name of the customer set in 'Customers'. E.x. Smith, Johnson
Company Name - Company name of the customers set in 'Customers'. E.x. Smartly Built
Customer Email - Primary email address of the customer set in 'Customers'. E.x. [email protected]
Customer Phone - Primary phone number of the customer set in 'Customers'
Customer Address - Mailing address of the customer set in 'Customers'.
Resource First Name - First name of the resource assigned in the function set in 'Teams'. E.x. John, David
Resource Last Name - Last name of the resource assigned in the function set in 'Teams'. E.x. Smith, Johnson
Resource Email - Primary email of the resource assigned in the function set in 'Teams'. E.x. [email protected]
Resource Phone - Primary phone number of the resource assigned in the function set in 'Teams'.
Manager First Name - First name of the manager of the assigned resource set in 'Teams'. E.x. John, David
Manager Last Name - Last name of the manager of the assigned resource set in 'Teams'. E.x. Smith, Johnson
Manager Email - Primary email of the manager of the assigned resource set in 'Teams'. E.x. [email protected]
Manager Phone - Primary phone number of the manager of the assigned resource set in 'Teams'.
Sales First Name - First name of the sale agent assigned in the function. E.x. John, David
Sales Last Name - Last name of the sale agent assigned in the function. E.x. Smith, Johnson
Sales Email - Primary email of the sales agent assigned in the function. E.x. [email protected]
Sales Phone - Primary phone number of the sales agent assigned in the function.
Business Name - Name of the business entity based on business location set in 'Setup'. E.x Jacktrade
Business Location - Name of the business location set in 'Setup'. E.x New York
Business Tag Line - Business tag line of the entity set in 'Setup'. E.x Master Of More
Business Website - The business website of the entity is set in 'Setup'. E.x https://www.jacktrade.co

Configuring Email Templates In Your Business

Email Templates

Predefined Templates

Customers - Templates In Functions (Editable)

Quotes - Predefined Templates

Template in Function (Editable)

Jobs - Predefined Templates

Template in Functions (Editable)

Business Contacts - Predefined Templates

Template in Functions (Editable)

Procurement - Predefined Templates

Templates in Functions (Editable)

Opportunities - Predefined Templates

Templates in Function (Editable)

Adding Templates

Inserting Dynamic Data In An Email

Customers - Available Tokens

Data-Based - Customers - Available Tokens

Quotes - Available Tokens

Age-Based - Quotes - Available Tokens

Amount Based - Quotes - Available Tokens

Data-Based - Quotes - Available Tokens

Location-Based - Quotes - Available Tokens

Jobs - Available Tokens

Age-Based - Jobs - Available Tokens

Amount Based - Jobs - Available Tokens

Data-Based - Jobs - Available Tokens

Procurement - Available Tokens

Age-Based - Procurement - Available Tokens

Amount Based - Procurement - Available Tokens

Data-Based - Procurement - Available Tokens

Date Based -

Opportunities - Available Tokens

Age-Based - Opportunities - Available Tokens

Data-Based - Opportunities - Available Tokens

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