In Negosyo Toolkit, you can create reusable email templates through the Emails ➜ Email Templates section, but first, Navigate to the Email Automation Section to locate the Email Tab. These templates can be used across various features within the platform.
Below are the available settings for creating email templates:
- Template Title: The title serves as a unique identifier for the template, making it easy to find later.
- Email Subject: This is the subject line that will appear in the recipient’s email inbox.
- Email Pre-Header: A brief supplementary subject line displayed alongside the primary subject in email clients.
- Save Template: A button to save the template for future use.
- Email Body: Use the block editor or visual builder to compose the content of your email.
Composing Emails in Email Templates
You can create and edit your email content directly in the email body section using the intuitive editor tools available.
Sending a Test Email from Email Templates
To send a test email:
- Click on the Send a Test Email button located in the top-right corner of the Email Templates settings page.
- Enter the email address where you’d like to receive the test email.
- Click Send.
Once the test email is successfully sent, a confirmation message will appear in the top-right corner, stating that the test email was sent successfully.