Each email template can only be used in a specific place within your account, so it's important to know which kind of template to create!
Templates can be used to build an email campaign. Learn how to set up an email campaign here.
TEMPLATE TYPE |
USES |
WHERE TO USE IT |
Email Gallery Link |
Send a gallery link to a client. |
From Galleries Page or |
Email Mobile App Link |
Send a link to a client to download a mobile app. |
From Mobile Apps Page or |
Gallery Expiring Notice |
Warn a client or gallery visitors that a gallery is about to expire. |
Galleries > All Galleries > Gallery Visitors > Email
|
Gallery Released to Linked Contact |
Announce to linked contact on a pre-released gallery that the gallery is now live. |
Galleries > All Galleries > Actions > Release Gallery > Choose "Release gallery and email visitors" > Choose Email |
Gallery Released to Visitors |
Announce to gallery visitors on a pre-released gallery that the gallery is now live. |
Galleries > All Galleries > Actions > Release Gallery > Choose "Release gallery and email visitors" > Choose Email |
Gallery Visitor Message |
Make an announcement to the visitors of a gallery (for example, a sale or a reminder). |
Galleries > All Galleries > Actions > Gallery Visitors > Email |
Invoice Final Payment Due Reminder |
Send in an email campaign to remind a client that the final invoice payment is due. |
Studio > Email > Campaigns > New Email Campaign > Custom Trigger-Based Email Campaign
Learn more about sending invoice campaigns here. |
Invoice Message |
A general message about a completed invoice with a link to view the invoice. |
From the Invoices page |
Invoice Past Due Notice |
Send in an email campaign to remind a client that their invoice hasn't yet been paid. |
Studio > Email > Campaigns > New Email Campaign > Custom Trigger-Based Email Campaign
Learn more about sending invoice campaigns here. |
Invoice Ready |
Send an invoice to a client or send an email about an unpaid, partially paid, or overdue invoice. |
From the Invoices page |
Gallery Upload Complete |
Internal message for your use only. This will send if you have notifications set up on your Account > Integrations page. |
Account > Integrations > Email Templates |
Contract Ready |
Send a contract to a client. |
From the Contracts page |
Documents Ready |
Send a linked contract and invoice out to a client. This template can only be used from the contract or invoice that has been linked. |
From the Contracts page |
Email Gallery Album Link |
Send a client a link to a specific album in a gallery. |
Galleries > All Galleries > Gallery > Album > Share |
Email Admin Access URL to Linked Contact |
Deliver an early access link to a gallery in Pre-release to the Linked Contact. |
From Galleries Page |
Order Status Notice |
Tell a client that you've changed the status of their order (for example, from "pending" to "shipped"). |
Store > Orders > Order > Change the status drop-down menu |