Updated Mar 10, 2023
Create canned email templates for frequently used emails that you can quickly send or use in a workflow. View and manage your canned email template library under Templates >> Canned Emails.
In this article:
Default canned email templates
System default emails — found under the Edit Templates dropdown — can’t be deleted. However, you may edit them just like any other email template.
Dubsado automatically uses the following templates in certain situations and can’t be swapped out for a different canned email:
Send Invoice (only for recurring invoices; you can pick a different email when sending a one-time invoice)
Contract Completed
Appointment Rescheduled
Appointment Cancelled
Form Reminder
Autopay Failed
Autopay Cancelled
Autopay Enrollment Confirmed
Create a canned email template
Go to Templates >> Canned Emails.
Click New Canned Response.
Enter a title for your canned email template. This is not visible to the client.
Enter a subject line.
Write the body of the email.
Click Save & Close.
Formatting canned emails
Add a Dubsado form
Dubsado forms, invoices, and schedulers get sent in an email using smart fields. See link to a Dubsado form for detailed information.
Add smart fields
Use smart fields to autofill details about a project or client by clicking on Smart Field in the toolbar. See personalize your emails with smart fields for detailed information.
Change text format
Click the A icon in the toolbar to access different style options, such as bold, italics, underline, font color, alignment, and more.
Add an external link
Click the A icon in the toolbar, followed by the link icon. See add an external link for more information.
Insert an image
Click the A icon in the toolbar, followed by the image icon.
Add an attachment
Files can’t be added to email templates as an attachment — files can only be attached to emails that you send manually while in the client’s project. Add the file as an external link instead.
Search for canned emails
Search for a canned email with the Filter Emails search bar.
Send an email template to your client
See send a canned email to a client for more information.
FAQ
Does editing an email template edit the email in a workflow as well?
No. Adding an email template to the workflow creates a copy of the template. Editing templates won’t affect email templates already added to a workflow.
How do I add an email signature?
Go to Templates >> Canned Emails >> Signature.