Using the Email Templates feature in the Assessment Manager.
When you first open the Email Templates Tab you will be redirected to this. Here you can choose whether you would like to use the standard templates that we offer or you can edit them to have more of a personal touch for your business.
In this example, we will be editing the Invitation Email Template. By clicking the “Customize” button you will be able to change the document by adding and erasing whatever you like to better personalize your company's needs.
When updating your email make sure not to erase or edit what is inside the curly braces there is coding inside of them that will generate information for the email. Whatever is inside of it represents the information that you are sending to the client so {Assessment Link} will generate a link to the client for them to take the assessment just like {Coach First Name} will generate your name.
To customize your email more we have created a drop-down menu on the right side of the Doc for you to click on whichever shortcode you would like in this example I click on the {Coach Logo} this will make the email have your own logo on top so that way your client will know who sent them the email.
Clicking on the “Preview” button once you are done saving your email template will allow you to view a sample of the email before sending it out so that you can make sure that everything will be sent properly. You can also send yourself a copy of it by clicking on the “Send me a copy” button