This article covers using an email template from ProductivityTools.
Please follow these steps:
- Right-click a set of data in Daylite
- In the contextual menu, select either Send Email from Template (iOSXpert) or Send Email from Template to xxx (iOSXpert). If the selected set of data has no email address, these options are greyed out.
- The template selection dialog window is now displayed.
- Beside the search field, you also have the option to filter templates for a specific team and/or language. On the right you see a preview of the selected template. You can find out how to create a template in this article.
- If a contact has multiple email addresses, you can select the desired address via a drop-down menu. If you decide you don't want to send an email to a selected contact at this time, you can remove this person from the recipients by clicking the respective name. The name will then show greyed out.
- You can schedule an email with the email clients Missive and Outlook.
Here you can find out how to schedule an email with Missive.
Here you can find out how to schedule an email with Outlook. -
Send the e-mail using the Send button.
Important:
Please note that, for technical reasons, a draft does not open automatically in Outlook, but you have to navigate manually to the Drafts folder in order to be able to edit and send the e-mail.
Also for technical reasons, the draft is always sent to the default Microsoft Outlook login e-mail address. If you want to use a different sender e-mail address, you must change it manually.
Related articles
How do I create email templates with ProductivityTools?
How do I activate or deactivate ProductivityTools e-mail templates?
How do I use a ProductivityTools template for appointment invitations?
How do I create templates with ProductivityTools that incorporate form-, project- and Zoom-data?