Creating and editing Email Templates

In Alto, to save you time and to help ensure your communication to your customers is on brand, you can now select a template to use when sending an ad hoc email.

This article includes:

Creating a new email template

 

If you have read/write access for the Document Template permission:

  1. Click Tools on the main toolbar
  2. On the side menu, under App Tools, click Email Templates 
  3. A list of the templates available for your agency group displays. This can be filtered by Branch and/or Brand if required

    One default email template will automatically be created for your agency group. It'll contain merge codes for your logo and branch details in the header, and merge codes for negotiators and branch details in the footer. There is a space for text in the main body of the email
  4. Click Actions
  5. Click Create Email Template
  6. The Create Email Template window opens. First, enter a Name for your template
  7. From the dropdown menu, select the relevant Branch that the email template should be associated with
    1. If you want the email template to be available to all users regardless of branch, leave the default as All branches
  8. From the dropdown menu, select the relevant Brand that the email template should be associated with, or leave the default as All Brands 
  9. You can now customise your email template
    For more information on Getting started with Email Templates, click here

create_email_template.png

 Note

You can edit this template to meet your requirements but it is the default ‘blank’ template that will be used where no alternative template selection is made and you send an ad hoc email

Editing an existing email template

  1. Click Tools on the main toolbar
  2. On the side menu, under App Tools, click Email Templates 
  3. A list of the templates available for your agency group displays. Click the relevant template that you wish to edit
  4. You can now customise your email template
    For more information on Getting started with Email Templates, click here

 Note

If you decide to edit the default group template and change the Branch associated with it, a new group-wide template will be created in its place.  When you are logged in to a particular branch, the branch default template will be auto-selected in the dropdown when selecting a template to send ad hoc. 
If you are logged in to an alternative branch that doesn’t have a branch-specific default, the group-wide default template will be auto-selected

Turning off the new template editor

If you would like to turn off the new template editor, Alto has a new tick box which allows you to opt out of (or opt in to) the email template functionality as required.

To do this for all your users:

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Group Settings
    1. To opt in, tick Use Email Template Designer. Scroll down and click Save
    2. To opt out, remove the tick from Use Email Template Designer. You will then need to provide a Reason for the removal request. Then, scroll down and click Save

Related articles:

Sending a Templated Email

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