Email Templates

To save time in sending frequently sent emails.

Chat icon
Transcript

How to Create Email Templates:

1. Go to "settings" within your Intaker dashboard.

2. Select "email templates."

3. Choose "add a template" to create new ones.

4. Remember to hit "save" at the end.

Caution:

  • Always check the pre-filled fields when you're sending the templates.
  • This can only be done by a user with admin-level access.

Pro Tips:

  • You can send and receive attachments via email.
  • Use cases for templates
  • Request reviews directly to your Google my Business page (get the link from GMB profile).
  • Decline cases and share more resources, e.g., local bar associations.
  • Ask frequently asked questions.
Please consider sharing your feedback about this article.
Search icon

Looking for something else?

Email icon

Still need help?