How to Edit Canned Email Templates on Dubsado




Creating Canned Emails for messages that you send frequently to clients is going to save you SO much time. Plus, once you have your Canned Emails created, you can start auto-sending using Dubsado Workflows.


We recommend having a Canned Email for at least each of these instances:

  1. Confirmation Email - when somebody fills out a Lead Capture Form

  2. Invitation to Book a Call with You

  3. Appointment Confirmation

  4. Appointment Reminder

  5. Welcome Email outlining your timeline, processes, etc - for once a proposal has been accepted

  6. Any relevant emails that might be useful throughout your client process

  7. Offboarding Email


 


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Hi, I'm Ashley!

I'm the founder, head creator & hype girl behind Bloom Your Biz – an intentional brand strategy studio helping eager entrepreneurs develop an effective and strategic approach to standing out online.

I created Bloom Creator Studio to serve as a platform for enrichment and connection. My main priority is for all of us to learn and grow within our businesses, and to empower and lift each other up as we do so. 

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