Now you can effortlessly create and store customized email templates tailored to your needs. With the ability to populate these templates with information from Contact cards or Matter cards, you can save valuable time and streamline your communication process.
Creating an email template
Go to the Email section tab (1) and select the Templates subsection (2). Here you will see all the templates that are created. You can edit the templates or delete them from this view. In order to create a new template, press 
(3).
You will see a new window pop up. To create the template, you should populate the needed information and press Save.
1. Template name that will help you to identify the template information.
2. Subject of the email, which will be visible to the recipient.
3. The arrow (<) helps open an extra window with all the necessary codes. They are needed if you want to populate the email with the information already in the Amberlo system. It can be information related to the Contact/Client or their Matter.
4. Select area is the place where you can choose which codes are needed Contact card information codes or Matter card codes.
5. Use Search in order to find needed code faster.
6. Copy the codes by pressing on the marked icon.
7. Insert the Email text with the codes (if needed) to prepare the template.
8. You can Delete the created template.
9. After a template is created, always press Save.
Creating an email with the Template
You can go to your Contact or Matter card. This depends on the codes you used to create the template. In our example, we used the codes from the Matter Card. So the email should be created in the Matter card to contain the needed information.
In the middle section of the card, press Send E-Mail (1), then the email section will expand. Press Add From Template (2), and the templates section will open, where you will be able to choose the needed one from the list of your templates (3).
After inserting the template, check if all the codes were populated and press Send.
If you see an empty space instead of the code in the email, it means the Contact or Matter card doesn’t contain the needed information.
We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!