Creating email templates in Stiply helps you save time, work more efficiently, and send personalised messages to your clients. With just a few steps, you can set up a message that suits your style and reuse it whenever you send a sign request.
Why use email templates?
- Save time: No need to rewrite the same message each time.
- Easy and efficient: Templates are ready to go whenever you are.
- Personalised: Add your own voice and tone for your clients.
How to create an email template
- Go to Settings in the top menu.
- Click on the Sign requests and email tab.
- Under the section Email with sign request, you’ll find the place to create your template.
- Click Create new template and fill in the following:
- Template name: Give your template a clear, recognisable name.
- Layout: Choose the right email layout.
- Subject line: What your client sees in their inbox.
- Body text: Write your message here. This is where you explain what they’re signing and any relevant details.
- (Optional) tick the box to set this as the default email for sign requests you sent
Using your email template
When creating a new sign request, go to the page where you add signers. There, you can select one of your saved templates to send the perfect message, every time.
Still having trouble with setting up your template? Take a look at our interactive guide below: