How to create email templates

Creating email templates are super easy in indema email automation! First, let's navigate to the template page:

Step 1: Click on your user icon at the bottom left of your screen.

Step 2: Click on Settings

Step 3: Click on "Email Template"

Step 4: Click on "Add new email template".

There are short codes you can use in these templates. These shortcodes allow the system to auto-populate that information for the shortcode.

{{client.name}} - Is used to auto-populate the client name.

{{client.email}}. - Is used to auto-populate the clients email address

{{client.password}}- Is used to auto-populate the clients password.

{{lead.name}} - Is used to auto-populate the lead name when entered into indema.

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