Editing Email Templates

Tinsel makes it very easy to send repetitive emails for things like sending proposals or invoices, and even asking for reviews. 

To set up your email templates: 

1. Navigate to Settings > Emails.
2. Locate the section labeled “Templates”.
3. Select the template you wish to edit from the Template dropdown menu. 
   • Proposal
     • This is the email that is sent when you send a proposal.
     • Template Variable(s): ##FIRST_NAME##
   • Invoice
     • This is the email that is sent when you send an invoice.
     • Template Variable(s): ##FIRST_NAME##
   • Payment
     • This is the email that is sent when your client makes a payment. 
     • Template Variable(s): ##FIRST_NAME##, ##AMOUNT_PAID##, ##INVOICE_BALANCE##, ##PROPOSAL_BALANCE##
   • Reviews
     • This is the email that is sent when you are requesting a review from your client. Make sure to add links to wherever you wish to collect reviews.
     • Template Variable(s): ##FIRST_NAME##
4. Edit the body. 
5. Click the save button. 
6. That’s it! You have successfully edited your email templates!