Features > Optimy Collect
Email Templates
Make an unlimited number of email templates to save time, or choose an existing email template.
Building email templates:
- Create email templates;
- As much as you want to;
- Define the fields to personalize according to the project’s data;
- Link it to a stage of the process;
- Schedule the emails.
Great for
Have a coherent communication
Build a personal relationship
Schedule emails
Gain time by creating templates for every stage
Save time by preparing templates that you can link to a specific stage so that you don’t have to think each time to answer or send an email to the project partner.
Customize it for the recipient before sending
Personalise the answer for the one getting it. This way, you build a personal relationship with the project partners easily.
Standardize the communication in your team
Ensure a coherent communication with the email templates. Every team member will use it for the situation the template was created. This gives consistency to your communication material.
