The Estimate, Inventory, and Invoice templates can be customised to fit your needs, but these templates cannot be deleted as they are used in various actions throughout the system. You can edit them as needed, but deletion is not permitted.
Overview
This guide will help you set up and customise your email templates in Movermate. You can create new templates, edit existing ones, and delete old templates. Follow these steps to manage your email communication easily.
Steps to Set Up Your Email Templates
1. Creating a New Email Template
Step 1: Click on the Create Template button.
Step 2: Choose either a Visual Template (for designing emails with images and buttons) or a Text Template (for simple text-based emails).
Step 3: Give your template a name and subject (this helps you identify the template later).
Step 4: Add content to your email by dragging and dropping blocks (like text, images, or buttons) into the template area.
Tip: You can also use HTML for more advanced customisation.
2. Editing an Existing Email Template
Step 1: Find the template you want to edit.
Step 2: Click on the Edit button (pencil icon) next to the template.
Step 3: Make your changes in the editor. You can update the content, design, or layout.
Step 4: Click Save when you're done to keep your changes.
3. Deleting an Email Template
Step 1: Find the template you want to delete.
Step 2: Click on the Delete button (trash bin icon).
Step 3: A pop-up will appear asking, "Are you sure you want to delete?".
Step 4: If you're sure, click Yes to delete the template.
Note: Unsaved changes will be lost if you delete the template.
Customise the Content of Your Templates
Use the Content Editor to add:
Headings, Text, Images, and Buttons.
You can also use dynamic fields (like customer names, dates, or other details) to personalise the emails.
If you’re comfortable with HTML, you can also code the email for more advanced customisations.
Saving or Cancelling Changes
After making changes:
Click Save to keep the changes.
Click Cancel to discard any changes and return to the settings page.