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Email Templates

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Kaitlin Lawton

In this article:

Create or Edit Email Templates

Add Images/Logo

Add Hyperlinks & Buttons

Add Dynamic Fields

Liquid Alias Codes

 

Create or Edit Email Templates

  1. Navigate to:mceclip0.png Setup > Templates > Email Templates
  2. Select New Email Template or Edit next to an existing one.
  3. Edit the Name, Subject, Recipient, & Body of the email by entering the desired text.
  4. Optional: Edit Order Priority and Type (system required templates (the ones that cannot be destroyed) do not have these options, only user-created templates do.)
    • Order Priority - This determines what order this template will be sorted in when selecting an email template.
    • Type:
      • This determines Automation category type. Example: Selecting 'Proposal' will allow this email template to be used under Proposal-related Automations.
      • This also triggers the "Sent" Proposal Status. The Email templates must be "Proposal" type for Status to show as "Sent".
  5. Preview any changes made to your email template by selecting a visit from the dropdown to the right of the edit form. To refresh a rendered email, select the Refresh button at the top-right of the rendered email to show your most recent edits.
  6. Once all desired updates are made, select Update Text Message Template.

Screen_Recording_2022-12-07_at_06.43.31_PM.gif

 

Add Images/Logo

To add a image or logo to your email:

  1. Select the picture icon on the Email Template page (shown below)mceclip1.png
  2. Once selected, you will be prompted to fill out the Insert/Edit Image Source field. (All other fields are optional):
    Source: *Note- This image must exist online. Navigate to your website, right click on the logo you wish to apply, select Copy Image Address, paste this address into the Source field.
  3. When finished pasting the Source, click Ok
  4. To save, click Save Email Template

 

Add Hyperlinks

Add Hyperlink 

  1. Navigate to:mceclip0.png Setup > Templates > Email Templates
  2. Select New Email Template or Edit next to an existing one
  3. Select Insert/Edit Link
    Screenshot_2022-12-07_at_6.47.09_PM.png
  4. Paste desired URL and Insert Text to Display
    Screenshot_2022-12-07_at_7.13.35_PM.png

Add SingleOps Link 

The SingleOps Links allow you to add a hyperlink to SingleOps pages such as the Proposal or Invoice preview. 

  1. Navigate to: mceclip0.png Setup > Templates > Email Templates
  2. Select New Email Template or Edit next to an existing one
  3. Select Insert/Edit Link
    Screenshot_2022-12-07_at_6.47.09_PM.png
  4. Paste desired Link Liquid Alias into the URL field, and Insert Text to Display
    Screenshot_2022-12-07_at_6.58.32_PM.png

Add SingleOps Button

Upgrade the look and feel of your SingleOps links by adding a button using the steps below. 

  1. Navigate to: mceclip0.png Setup > Templates > Email Templates
  2. Select New Email Template or Edit next to an existing one
  3. Select Insert/Edit Link
    Screenshot_2022-12-07_at_6.47.09_PM.png
  4. In the new window, copy URL and Text to Display from table below to add a button.
    URL Text To Display
    :visit_online_proposal_link: {{ visit.public_proposal_button }}
    :visit_proposal_pdf_url: {{ visit.public_proposal_pdf_button }}
    :visit_work_order_pdf_url: {{ visit.public_work_order_pdf_button }}
    :visit_online_invoice_link: {{ visit.public_invoice_button }}
    :visit_invoice_pdf_url: {{ visit.public_invoice_pdf_button }}



    mceclip0.png

 

Dynamic Fields 

What are Dynamic Fields? 

Dynamic fields allow you to pull through specific job information to personalize your emails. You can use data tags and liquid markup to pull through dynamic information such as client name or visit date. 

For example, if you wanted the email template to read 'Hello Leslie,' for your client Leslie. You would include:
Hello :object.client.first_name:

 

Add Dynamic Fields to an Email Template

  1. Navigate to: mceclip0.png Setup > Templates > Email Templates
  2. Select Edit next to an existing Email Template
  3. In the Subject line, enter a : and your search term.

    image_1_editing_email.gif

  4. Select desired option from dropdown
  5. Leave in subject line, or copy/paste into body. 
    *Note: The list of Liquid Aliases in SingleOps is constantly growing. Use the tables below to find commonly used dynamic fields. You can copy the Liquid Alias right into your SingleOps Email Template.

 

Liquid Alias Codes

Client/Contact Name & Email

Liquid Alias Description
:visit_all_emails: Client's and Contact's Email. *Note: For a Contact's email to auto-populate in the "To" field, the Contact must be added to the Job.
:visit_primary_emails: Client's Email
:visit_all_names: Client's and Contact's Name. *Note: For a Contact's email to auto populate in the "To" field, the Contact must be added to the Job.
:visit_primary_names: Client's Name
{{ visit.client.first_name }} Client's First Name (Only)

 

Current User Data

Liquid Alias Description
:current_user_name: Current User's Full Name
:current_user_first_name: Current User's First Name
:current_user_email: Current User's Email
:current_user_office: Current User's Office Phone Number
:current_user_mobile: Current User's Mobile Phone Number

:current_user_custom_field_displays_title:
*Name of custom input in this example is "Title"*

 User-Level Custom Input

 

Emails

Liquid Alias Description
:all_emails: Email addresses for all Clients and Contacts associated with the visit/job/invoice. *Note: The contact must be added to the Job for this liquid code to auto-populate both the Client and Contact email address in the "To" field.
:primary_emails:
Email addresses for all Clients associated with visit/job/invoice (contacts email if no client)
:client_email:
Email address associated with visit/job/invoice (usually client) or client email address

 

Invoice Data

Liquid Alias Description
:invoice_balance: Remaining Invoice Balance
${{ invoice.balance | money }} Invoice Balance - full balance
${{invoice.balance | times: 0.25 | money}}

Invoice Balance - partial
Balance present percentage as decimal
:invoice_total: Invoice Total with Tax included

 

Links

Liquid Alias Description
:visit_online_proposal_link: Customer can view, accept, and make deposit payments for proposal
:visit_proposal_pdf_url: Customer can view proposal in pdf form
:visit_work_order_pdf_url: Customer can view work order in pdf form
:visit_online_invoice_link: Customer can view portal and pay invoices
:visit_invoice_pdf_url: Customer can view invoice pdf

 

Location

Liquid Alias Description
:job_location_street_address: Job Location's Street and Number
:job_location_city: Job Location's City
:job_location_state: Job Location's State
:job_location_zip: Job Location's Zip Code

 

Names

Liquid Alias Description
:all_names: Names for all contacts and client associated with the object
:primary_names:
Names for all contacts associated with the object (client email if no contacts)
:client_name: Client name

 

Notes

Liquid Alias Description
:visit_client_notes: Client notes attached on a visit level
:job_client_notes: Client notes attached on a job level
:visit_crew_notes: Crew notes attached on a visit level
:job_crew_notes: Crew notes attached on a job level
:visit_internal_notes: Internal notes attached on a visit level
:job_internal_notes: Internal notes attached on a job level

 

Phone Numbers

Liquid Alias Description
:client_mobile: Clients mobile number
:account_doc_phone: Phone number associated with account

 

Reference

Liquid Alias Description
:job_reference_number: Job reference number
:visit_reference_number: Visit reference number
:reference_number: Reference number
:job_name: Job name
:visit_name: Visit name
:account_inc_name: Account inc name

:visit_job_custom_field_displays_pets:
*Name of custom input in this example is "Pets"*

 Job-Level Custom Input

{{job.operation.name}}

 Job Level Operation

 

Sales Rep Data

Liquid Alias Description
:sales_rep_name: Assigned Sales Rep's Full Name
:sales_rep_first_name: Assigned Sales Rep's First Name
:sales_rep_email: Assigned Sales Rep's Email
:sales_rep_office: Assigned Sales Rep's Office Phone Number
:sales_rep_mobile: Assigned Sales Rep's Mobile Phone Number

 

Task

Liquid Alias Description
:task_start:
If referencing a specific task object, this will render the task start date and time, if referencing a job with tasks, it will render the first onsite tasks start date and time
:task_start_date:
If referencing a specific task object, this will render the task start date, if referencing a job with tasks, it will render the first onsite tasks start date
:task_start_time:
If referencing a specific task object, this will render the task start time, if referencing a job with tasks, it will render the first onsite tasks start time

 

Visit Information

Liquid Alias Description
:visit_start_date: Short Visit Date- (MM/DD/YYYY)
{{ visit.start | date: "%A, %B %e, %Y" }} Long Visit Date- Day, Month DD, YYYY
:visit_start_time: Visit Time (12 hour)- 3:00PM
{{visit.location.address }}, {{ visit.location.city }} Visit Location- street address, city

 

Weather Information

Liquid Alias Description Display Example
{{ visit.wind_speed }} Wind Speed Wind Speed: 17.77
{{ visit.wind_direction_compass }} Wind Direction Wind Direction: S
{{ visit.wind_gust }} Wind Gust Wind Gust: 30.34
{{ visit.temperature }} Temperature Temperature: 79.14
{{ visit.weather_updated }} Recoded at Y/M/D H:M:S  Recorded at 2023-03-07 11:10:07 -0500

 

 

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