Email Templates make it easy to save and reuse standard client communications.
Double includes a set of default templates, and additional custom templates can be created as needed. Default templates are permanent and cannot be deleted.
Access to the Template Manager is limited to Admin and Manager users.
Accessing the Template Manager
There are a few ways to access the template manager.
From the client list
Select the Templates tab to expand your template options
From the close page
Select the arrow next to the Home button
Creating a new email template
Go to the Template Manager > Email tab
Select the + at the top right of the list
Add a template title, email subject line and body
Save your work
If you're looking to customize the template further, try adding merge tags 👆
Merge Tags
Email templates can be personalized using merge tags, which automatically insert dynamic information (such as names or other client details) into messages when the template is applied and sent.
Merge tags can be added directly within the template modal by clicking on the Merge tags icon.
Available subject line merge tags include {Client_Name} and {Practice_Name}.
Available body merge tags include {Client_Name}, {Client_Portal_URL}, and {Contact_First_Name} and {Contact_Last_Name} for a more personalized experience.
Email body merge tags will populate in the same location as your cursor