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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