Email Templates

Email templates are reusable message templates with merge fields. Use them for broadcasts, client responses, and standard communications.

Accessing Templates

Navigate to Smart Inbox → Templates tab, or Settings → Email Templates.

Creating a Template

1. Click + New Template
2. Fill in:

Field	Description
Template Name	Internal name (e.g. "CIPC Reminder")
Subject	Email subject line with optional merge fields
Body	Rich text body with merge fields
Category	Compliance, Billing, General, Onboarding

3. Click Save Template

Rich Text Editor

The template editor supports:

• Bold, italic, and strikethrough text
• Headings and subheadings
• Bullet and numbered lists
• Tables
• Links and images
• Practice logo (auto-inserted via email settings)

Available Merge Fields

Field	Inserts
{{entity_name}}	Entity registered name
{{entity_type}}	Entity type (Pty Ltd, CC, Trust, etc.)
{{contact_name}}	Primary contact person
{{contact_email}}	Primary email
{{year_end}}	Financial year-end month
{{tax_number}}	SARS tax reference
{{account_manager}}	Assigned AM name
{{practice_name}}	Your practice name
{{due_date}}	Obligation due date
{{obligation_type}}	Type of compliance obligation

Using a Template

Templates can be used in:

• Broadcasts — select a template when creating a broadcast
• Direct replies — insert a template when replying to an email
• Task emails — use when sending task-related updates

Inserting in a Reply

1. Open an email and click Reply
2. Click the Template icon in the composer toolbar
3. Select a template
4. Merge fields are auto-filled with the entity's data
5. Edit and send

Template Management

Action	Description
Edit	Modify template content
Duplicate	Copy to create a variation
Archive	Deactivate (keeps for historical reference)
Delete	Permanently remove

Email Branding

Templates automatically include your practice's email branding:

• Logo (from Practice Settings)
• Footer with custom text
• "Powered by" attribution (configurable)