Features > Optimy Collect

Email Templates

Make an unlimited number of email templates to save time, or choose an existing email template.

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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

Email templates

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.

Content of the email

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.

Email templates

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.