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.