Email Templates in Shape Software

What are Email Templates?

An email template is a prewritten email so that your users can quickly and easily write and send emails. Create email templates for quick and efficient communications from manual to automated campaigns. Email templates are seen throughout the system from regular email sending to drip campaigns and beyond.

Managing Email Templates:  In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Email Templates” to view and manage your system’s email templates.

Managing Email Templates: In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Email Templates” to view and manage your system’s email templates.

Adding Email Templates:  To add a new email template, click on the blue “Add Template” button in the upper right hand corner.

Adding Email Templates: To add a new email template, click on the blue “Add Template” button in the upper right hand corner.

Adding & Editing Email Templates:  Name the template and put in a description (optional). The “From” dropdown will pull all available SMS enabled phone numbers in your system. Choosing “Local Presence Number” will attempt to match a phone number with the “To” number of the recipient, if no match, then it will follow the local presence rules configured in the “Local Presence” settings page.   Adding & Editing Email Templates:  The “From” and “To” fields will automatically populate with and to send from the assigned user or initiating user to send to the record type’s detected email address. This also supports a specific email addresses as well (note, this message will ALWAYS send to the specific email if inputted). To send to a specific assigned user (as in the case of notifying a user or a related contact) then use the “See Tags” button below to find the variable recipient option of your choosing or click on the dropdown arrow to discover more options.

Adding & Editing Email Templates: Name the template and put in a description (optional). The “From” dropdown will pull all available SMS enabled phone numbers in your system. Choosing “Local Presence Number” will attempt to match a phone number with the “To” number of the recipient, if no match, then it will follow the local presence rules configured in the “Local Presence” settings page.

Adding & Editing Email Templates: The “From” and “To” fields will automatically populate with and to send from the assigned user or initiating user to send to the record type’s detected email address. This also supports a specific email addresses as well (note, this message will ALWAYS send to the specific email if inputted). To send to a specific assigned user (as in the case of notifying a user or a related contact) then use the “See Tags” button below to find the variable recipient option of your choosing or click on the dropdown arrow to discover more options.

Adding & Editing Email Templates:  The “From” and “To” fields will automatically populate with and to send from the assigned user or initiating user to send to the record type’s detected email address. This also supports a specific email addresses as well (note, this message will ALWAYS send to the specific email if inputted). To send to a specific assigned user (as in the case of notifying a user or a related contact) then use the “See Tags” button below to find the variable recipient option of your choosing or click on the dropdown arrow to discover more options.

Adding & Editing Email Templates: The “From” and “To” fields will automatically populate with and to send from the assigned user or initiating user to send to the record type’s detected email address. This also supports a specific email addresses as well (note, this message will ALWAYS send to the specific email if inputted). To send to a specific assigned user (as in the case of notifying a user or a related contact) then use the “See Tags” button below to find the variable recipient option of your choosing or click on the dropdown arrow to discover more options.

Adding Variable Information:  Use the tags button to pull variable information automatically for more personalized email messages.

Adding Variable Information: Use the tags button to pull variable information automatically for more personalized email messages.

Email Signatures:  Choose the email signature option down below the message formatting area. This will auto-append the selected email signature as selected here.

Email Signatures: Choose the email signature option down below the message formatting area. This will auto-append the selected email signature as selected here.


Email Template HTML WYSIWYG Editor

WYSIWYG stands for “What You See Is What You Get.” Shape’s rich text HTML editor has a vast range of both simple and complex features for all kind of use cases. The tools are organized into into 4 categories within the intuitive toolbar where every feature is easy to find. Format notes, emails, signatures, calendar event descriptions and more with Shape’s WYSIWYG editor and watch the formatting change as you use the built-in tools.

Basic Styling:  Basic styling, such as bold and italic, is built-in the main code. Perfect when you need a simple WYSIWYG HTML editor.  Paragraph Format:  Use normal paragraphs, write some code or just highlight ideas using headings.  Font Family:  Give your text some personality using different font family from your custom list of available fonts.  Font Size:  Change font size with pixel precision. No more "small", "medium", "large" and nothing between them.  Colors:  Give your thoughts some color. Change the text or background color as you wish, selecting from your color palette.

Basic Styling: Basic styling, such as bold and italic, is built-in the main code. Perfect when you need a simple WYSIWYG HTML editor.
Paragraph Format:
Use normal paragraphs, write some code or just highlight ideas using headings.
Font Family: Give your text some personality using different font family from your custom list of available fonts.
Font Size:
Change font size with pixel precision. No more "small", "medium", "large" and nothing between them.
Colors: Give your thoughts some color. Change the text or background color as you wish, selecting from your color palette.

Images:  Drag & drop, browse or paste an URL to insert an image. Drag & drop images to reposition them, click to resize, change the alignment, make links, and replace or delete.

Images: Drag & drop, browse or paste an URL to insert an image. Drag & drop images to reposition them, click to resize, change the alignment, make links, and replace or delete.

Word & Excel Paste:  Choose if you wish to keep or clean formatting when pasting from Microsoft Word and Excel and the rich text editor does it all for you.

Word & Excel Paste: Choose if you wish to keep or clean formatting when pasting from Microsoft Word and Excel and the rich text editor does it all for you.


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Need More Help? Contact us at support@setshape.com