Setup your Email templates

Setup your Email templates

Customise the emails that are sent to your Leads/Clients.

Clientjoy allows you to create and use your own email templates for all the email communication that happens with your Leads or Clients. You can use your brand communication guidelines within your email templates.

We'll cover

  1. What all emails can be customised?

  2. How to add an email template for sending Documents or Invoices?

  3. How to add and use an email template for direct email communication with a Lead or Client?

  4. Which merge fields are available to me in the email templates?

  5. How to set my signature in the email template?

  6. How to turn off an email?


What all emails can be customised?

  • All the email that are sent when you send your Documents and Invoices.

  • Auto reminders that are sent for the Invoice or Document

  • Direct emails that you write to your Lead / Client using Clientjoy's Mailbox feature.

How to add an email template for sending Documents or Invoices?

  • Navigate to Settings > Email templates

  • Choose the Feature in tab for choosing the emails that you want to modify.

  • Click on New Template

  • Update the Subject and Body of the email that you want to share.

  • You can also use merge fields in the subject & email body to personalise the email.


How to add and use an email template for direct email communication with a Lead or Client?

  • Navigate to Settings > Email templates

  • Choose the tab > Custom email templates

  • Click on new Template.

  • Update the Subject and Body of the email that you want to share.

  • You can also use merge fields in the subject & email body to personalise the email.

Which merge fields are available to me in the email templates?

  • Put your cursor in the email body or subject

  • Press key "["

  • All available merge fields for that email will open for you to choose from.

  • Custom fields are also available in the merge field


How to set my signature in the email template?

  • Navigate to Settings > Connected Apps

  • In the section > MAILBOX & CALENDAR INTEGRATION

  • Click on Mailbox email signature

  • Click on configure email signature to set your email signature

  • Use merge field [Sender.Signature] to use your signature in the email templates.

How to turn off an email?

  • You'll find a toggle in front of each email template for Document / Invoice.

  • Turn it off to stop sending those emails.


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