Creating Email and Follow-up Templates

Building Email Templates

Create templates for frequently sent emails, then customize the automatic messages sent when a lead or client has not replied.

1. Go to Email Templates

   Click Email Templates under the Templates section in the sidebar.

2. Create template

   Click 'New Template' and give it a descriptive name

3. Write content

   Compose your email with merge fields for personalization

4. Add merge fields

   Insert {{client_name}}, {{project_name}}, etc. for auto-fill

5. Save and use

   Select template when composing emails

6. Edit automatic follow-ups

   Under Automatic follow-up templates, edit each inquiry or proposal step, its delay, subject, and message.

7. Choose thread behavior

   Leave Reply in the same thread enabled to continue the original Gmail or Outlook conversation when available.

8. Enable delivery

   Turn on Automated Follow-ups in Settings. The Super File send screen then lets you enable or disable follow-ups for that send.

9. Customize the workflow rules

   Open Workflow Automation and use Proposal Follow-up: Not Viewed. Change the delay, proposal condition, email template, same-thread setting, or approval requirement.

10. Review funnel coverage

    Open Reports to compare proposals sent, viewed, accepted, and paid, then review the bounded list of proposals needing attention.

Tips

• Create templates for follow-ups, project updates, and thank-you messages
• Test merge fields with sample data before using with clients
• Follow-ups stop when the recipient replies. Proposal follow-ups also stop after signing, payment, closure, cancellation, or expiration.