Sending emails directly from Táve 3 is a fantastic new feature that will help streamline your booking and client care process.

We have some email templates set as default for your studio, but it's a great idea to take time to make your own and personalize the emails with your voice and style.

It is very simple to create different emails and set default messages for frequently used tasks, such as sending proposals or reminding a client about an invoice. Here's a short tutorial to show you how easy it is to create and set these emails.

1. Access the Quick Responses section in Settings

First, click on the Settings button at the top, and find the Quick Responses tab on the left hand side of the page.

2. Create a new Quick Response

This section will show any templates you have already created (I have a few so far), and you can click the blue button for a "New Quick Response."

3. Enter Quick Response Details

First, you'll need to select the type of template you are creating so the system knows where to put it. Choose from General Use, Invoicing, Order Receipts, Payment Receipts, Proposal Invitation, Questionnaire Invitation, or Password Reminder. If the email you're creating doesn't fit into one of the pre-named selections, just use General Use. For our purposes today, we are going to be creating a Proposal Invitation.

"Name" should be a quick description of the email you are creating and the "Subject" is what your client will see in their email inbox when the email is sent to them.

Important: You can also select if you would like this to be the Default Template for this type of email and replace the premade template that Táve sends out automatically (so you can put your own wording and finishing touches). For example, if you use the New Lead Wizard to add a proposal and check to email it to the client, the default proposal template will be used there, just as the default payment receipt template is used when a client pays you online.  This is your opportunity to design your email templates exactly the way you want them to read when the client receives them.

4. Using Placeholders

As these are generalized "form messages", we will use placeholders to add in pertinent information so you do not have to go searching for links or anything else when you send the email. Placeholders are easy to use and we have many that are implemented for your email sending easy. Check out the screen shot below which adds the recipient's first name to the email. You'll see more placeholders in screenshot #5.

5. Write the email template

Now, you can write your email using your placeholders and wording appropriate to your own voice and brand. Note that I used the placeholders for "Start Direct Link" and "End Direct Link" in order to embed the link to the active Proposal in the text of my email.

If you want to base your template off of our Default Text, you can click the button with the lightning bolt that says "Load Default Text."

Make sure to click the blue "Save" button when you finish.

6. Personalize if necessary and send to the client

Now it's time to send the email. Since this is a Proposal Invitation we are going to go to the client's proposal to send the email. Access your client's record and click on the Proposals tab on the left hand side of the page. 

Make sure the proposal is published and the status does not say "Draft" or you will not be able to send the proposal. To access the email section, click on the envelope on the right hand side under "Actions" (in the screen shot it is not highlighted, but the section will highlight once you mouseover)

Now you can make any additional personalizations to the template email if necessary, select the recipients, and click the blue Send button to send to your client. So easy!