How do I create an email message template?
To create an email template to use when sending standalone email messages from Create -> Message -> Email, simply follow the steps below:
Click Create -> Message:
Stay on the Email tab
Click the Manage Templates link next to the 'Select Template' dropdown:
Click +Add Template:
Give your template a name, and enter the subject and the content of the message. You can also use the 'Manage Attachments' button to attach files from File Storage:
Click Save Template at the bottom of the page
Now. when you go to Create -> Message -> Email, you will be able to select this template from the dropdown:
Note: Email templates in WriteUpp have a content limit of around 8,000 characters.
Top Tips:
If you have information about your practice on a webpage (like directions or pricing information) that you also wish to add to your email templates, then adding a link out to these pages can be a really easy way of limiting the amount of text you have to add to email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage or a word document for example, you might pick up some stray HTML formatting, which will increase the number of characters you use. To avoid this, you should either:
Paste the text into the notepad on your computer first, then copy and paste the plain text into WriteUpp. You can then use the tools in WriteUpp to format your templates.
Or
Compose your templates manually in WriteUpp by typing text and entering variables
Click Create -> Message:
Stay on the Email tab
Click the Manage Templates link next to the 'Select Template' dropdown:
Click +Add Template:
Give your template a name, and enter the subject and the content of the message. You can also use the 'Manage Attachments' button to attach files from File Storage:
Click Save Template at the bottom of the page
Now. when you go to Create -> Message -> Email, you will be able to select this template from the dropdown:
Note: Email templates in WriteUpp have a content limit of around 8,000 characters.
Top Tips:
If you have information about your practice on a webpage (like directions or pricing information) that you also wish to add to your email templates, then adding a link out to these pages can be a really easy way of limiting the amount of text you have to add to email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage or a word document for example, you might pick up some stray HTML formatting, which will increase the number of characters you use. To avoid this, you should either:
Paste the text into the notepad on your computer first, then copy and paste the plain text into WriteUpp. You can then use the tools in WriteUpp to format your templates.
Or
Compose your templates manually in WriteUpp by typing text and entering variables
Updated on: 13/01/2025
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