Once you’ve set up your email templates and opened a trip, you can edit any message to a client to add a personal note. Here’s how to add a personal note to an email when sending a form:
1. Open the trip
2. Click “Create” > “Form”
3. Choose the form you’d like to send from the drop-down menu of your form templates
4. Click “Next: Review Email”
5. Edit the message body or your signature before sending. You can also add an attachment or change the email template to start editing from a different saved body paragraph
6. Click “Send”
Comments
1 comment
Is there a way to automatically send an invoice monthly with an email written by me instead of the default Invoice Authorize Payment email?
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