My Email Templates allows you to create reusable email messages for common communications. You can customize the content and formatting, add replacement values, organize templates with labels, and include attachments.
Access My Email Templates
In the blue Main Menu at the top of ISN, select Email.
Select My Email Templates.
Select the green Add Email Template button in the upper-left corner.
The email template editor will open.
Choose an Editor
At the top of the page, select either Simple Editor or Advanced Editor.
Simple Editor
The Simple Editor includes common formatting tools to customize your email template, including:
Source code view
Font type and size
Bold and italic text
Text and background colors
Text alignment
Bulleted and numbered lists
Tables
Indents
Links
Images
Advanced Editor
The Advanced Editor includes the formatting tools available in the Simple Editor, along with additional options, such as:
Anchors
Image and media editing
Horizontal lines
Clear formatting
Subscript and superscript
Special characters
Emojis
Select the three-dot menu on the right side of the editor to access additional formatting options.
Use Quick Create a Template
Select Quick Create a Template to create a simple email template quickly.
Enter the template name, subject, and email content, then use the available formatting tools to make basic changes to the text. Select the three-dot menu for additional formatting options.
For more detailed formatting and customization, use the regular email template editor.
Add Template Details and Replacement Values
In the editor, enter a name for the template, add the email subject, and choose the email container.
To add dynamic information to the template, use Insert Replace Value. Search for the value you need, such as client, and ISN will display the related replacement values. Select a value to insert it into the email content.
Replacement values allow ISN to automatically add applicable order or contact information when the template is used.
HTML Option
You can also switch between Email Body Rich and HTML. This allows you to either enter the content directly in the email body or use HTML code.
Add a Label
Scroll down to add a label to the template. Labels can help you group and identify templates by purpose, such as client communication, agent communication, confirmations, or follow-up messages.
Add Order Attachments
In the Attachments section, select the order files you want to include automatically when the template is used. Available options may include:
Report
Invoice
Public attachments from the order
Agreement
If the selected files are available in an order, they will be included with the email sent from that template.
Add Files from My Files and Folders
At the bottom of the page, use the My Files and Folders section to add other attachments to your template.
These files must first be uploaded in Tools > My Files and Folders. Once added to the template, they can be included whenever the template is used.
Once you are finished, simply select Save Template to save the template to your system.
