How to Create and Edit an Email Template

Using email and signature templates is a great way to save time when emailing clients, families, referrals, and communities. Follow these steps to create your own custom templates:

1) Navigate to the Email Templates & Signatures setting

1. Click the Settings Cog ⚙️
2. Choose Settings
3. Click Email Templates & Signatures

2) Create a new template/signature

Click the Create new template or signature button to start a new custom template! You can also click a previously created template to edit it further.

3) Edit the template

Note: One shortcut for creating your signature template is to simply copy and paste your signature from the email program you use (such as Gmail or Outlook).

Here's where you can edit the wording and other template settings.

1. Give your template a Title, Subject (for email templates), and Body
2. Insert Placeholders using the { } dropdown (optional) Learn more about placeholders here.
3. Attach a file to the template (optional)
4. Choose Template. If you'd like to learn how to create an Email Signature, we'd recommend this tutorial.
5. Choose whether or not to share the template with teammates
6. Click Save

4) Use your template

Now whenever you go to email a contact from Senior Place, you'll have the ability to add that template!

Note: You can always edit the wording to personalize an email once you've added the template.

1. Click the ✉️ mail+ icon
2. Choose the template you want to use

Have more questions? Feel free to reach out to us at support@seniorplace.io!