StudioCloud provides email templates which can be used to quickly generate a personalized email for a client. This tutorial explains how to use the email template window.
Email Template Design Recommendations
StudioCloud recommends that each image is 100 kb or smaller
For the most compatibility with the most email providers StudioCloud recommends using one of the following fonts
Arial, Verdana, Helvetica, Georgia, Tahoma, Lucida, Trebuchet and Times.
StudioCloud recommends a minimum font size of 16px for mobile devices
StudioCloud recommends a minimum font size of 14 px for desktop devices
How to Create/Edit Email Templates
Go to the Settings component
Click on the General Settings tab
Click the Email Templates button
In the email template window click the New Email Template button or edit the desired email template
Where Are Email Templates Used
Email templates can manually be selected from the send email window
Email templates can be associated with pipelines to have emails sent based on a specific pipeline stage.
Email templates are used with email CloudAlerts
Email templates can be used from the notify tab for clients, sessions, jobs, projects, or tasks.
How to Create An Email Template
Template Name
The template name is used only for your own personal reference to know which email template is which. The customer never sees the email template
Email Subject
The email subject is the email that will be sent to the customer. Fields are not supported in the email subject.
HTML Email Template
The html email template is the email that most customers will see.
Plain Text Email Template
A limited number of email providers do not support html emails. In addition, some smart phones display only the plain text email until the email is opened at which point they will display the html email. As such, StudioCloud recommends that you create both an html email and a plain text email.
Actions tab
The actions tab includes various options to add CloudForm Links to the email template or to add files from CloudStorage to the email template.
Email Account For Email Template
This option lets you set a specific email account to use for the email template.
Get CloudForms Web Link
This option provides a CloudForm link that can be copied and pasted into the email template
Get CloudForms Personalized Link
This option provides a personalized CloudForm link that can be copied and pasted into the email template. A personalized Cloudform link is a form that is locked into a specific client so that only that client is used for the CloudForm.
Access CloudStorage
This option lets you access items that have been added to CloudStorage. This is primarily used to get the online link for the item in CloudStorage so it can be added to the email template.
Upload Image/File
This option lets you select a file on your desktop and have it upload to Cloudstorage. It then provides you with the link for that file or image. That link can be added as a link in the email template or it can be added as an image in the email template.
View Sample
This option opens a new window so you can see what the email template will look like with populated sample client details.
Fields
The fields tab includes fields that will automatically be replaced with the appropriate information when the emails are created.
How To Create or Edit A URL In An Email Template
To add a link to an email template do the following steps:
Open an email template using the instructions on the top of this page
Highlight the text you want to make into a link or the link you want to edit
Click the link button shown in the image below
Paste the link into the URL field and click the OK button
How To Add An Attachment To An Email Template
To add an attachment to an email template do the following steps:
Open an email template using the instructions on the top of this page
Click on the Upload Image/File button
Select the desired File
Copy the provided link
In the email template type in a description of the file
Highlight the text
Click the link button shown in the image below
Paste the link into the URL field and click the OK button
How To Add An Image To An Email Template
To add an image to an email template do the following steps:
Open an email template using the instructions on the top of this page
Click on the Upload Image/File button
Select the desired Image
Copy the provided link
Click in the email template the location where you want the image inserted.
Click the picture icon displayed in the image below
Paste the link into the URL field and click the OK button
How To Add A CloudForms Link to an Email Template
To add a cloudforms link to an email template do the following steps
Open an email template using the instructions on the top of this page
Click on the Get CloudForms Link button
Select the desired CloudForm
Paste the cloudform link into the desire location in the email template
How To Add A Personalized CloudForms Link to an Email Template
To add a personalized cloudforms link to an email template do the following steps
Open an email template using the instructions on the top of this page
Click on the Get Personalized CloudForms Link button
Select the desired CloudForm
Select the desired type of link
Custom HTML Link
This option will create a clickable link that has customizable text in the link.
For example, a link to google.com with customizable text that said click here to go to studiocloud website would look like the following:
This option will create a non clickable link that is the text for the link. Some email providers will automatically make the link clickable.
For example, a link to StudioCloud.com would look like the following:
http://studiocloud.com/
What Is The Error Message "Template Fields Not Available"
Sometimes you might get an error telling you that some particular template field was not available. For example, if a template includes event and invoice information and you are generating the template from a client that does not have any events or invoices. In those situations StudioCloud will replace the template field with a blank template.
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