How do I use a ProductivityTools email template?

This article covers using an email template from ProductivityTools. 

Please follow these steps:

1. Right-click a set of data in Daylite
   
   
2. 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. 
3. The Email dialog window is now displayed

4. You now have the option of filtering in which language and from which team the template should be selected. Then select the desired template. You can find out how to create a template in this article.

5. Check the recipients and deactivate them or change the email address if necessary.

6. 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.

7. 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 Drafts in order to be able to edit and send the draft. 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?