How Do I Add Email Templates?

You can save various Email Templates in the system to quickly send your participants frequently sent messages

  1. To set up a template email, head over to the site settings by clicking the gear icon on the top right of the back-end page (mywebsite.playbookapi.com/control_panel)
  2. On the left, click on Customize Emails then click Template Email
  3. Click the Add New Template Email button and a pop up window will appear where you can begin building out your template
     
    1. Name: The title/label of the template for you and the administrators on the back-end
    2. Subject line of the email
    3. From email: The email address that will be used to send the reminder
    4. Reply to: The email that all replies will be forwarded to
    5. Html content: This is the body/message of the email
    6. Is Active toggle must be turned on for the templates to be available to be used and sent out throughout the system