Email Templates

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.