Email Template Builder (Overview)

Since the workflow in MoveBoard and your communication with the Clients are mostly based on Notification Emails there is a means in our software letting you Create your own and Edit the already existing Email Templates.

To start working with MoveBoard you should, first of all, regulate your Emails.
To do this go to Settings > Email template builder:

Email template builder consists of several subsections:

  • Templates;
  • Blocks;
  • Template folders;
  • Block builder.

NOTE: Here you can also create your own templates:

Templates

This tab is actually a database where you can see and edit (if needed) all your Templates:

To look through or edit a Template you should:

  1. Click on the drop-down box “Show Template By“:
  2. Choose the category you are interested in:
  3. Open the folder with the Template needed:
  4. Click on “Edit”:

In settings for a Template you can Edit:

  1. Template Folder (choose a folder from the existing one by default OR create your own);
  2. Template Name (write the one which is more convenient for you if needed);
  3. Send Template When (choose when it will be automatically sent OR not to send it automatically);
  4. Template Subject (your Client will see it in the Subject Line when receiving a Notification Email):

You can also click on “Show preview Frame” and see how your Email is going to look as a whole:

You can make all possible changes in the content of a Template, for instance:

  • see the html code of the block and make some changes if needed:
  •  change the text and Email Template Variables that will automatically add exact data for a particular Request:
    NOTE: If you make any changes DO NOT FORGET to Click on Save.
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    NOTE: This is how Email Template Variables work in the Email you send to your Client:
  • change the order of the blocks by clicking on the button as it is shown in the picture below:
  • add any pictures to any parts of a Template to make it brighter and provide your Clients with visual support of your working process, for instance:
  • remove the block you do not need by clicking on the button as it is shown below:

In MoveBoard all these actions look like this:

NOTE: If you make any changes DO NOT FORGET to click on Update at the bottom of the page:

NOTE: At the very bottom of the page you can also click on Copy and Create New Template on the basis of the one above.
In this case, make all the changes in the content and settings of a new Template and click on Create:

Blocks

This is basically a database of all your blocks divided into Headers, Contents and Footers:

You can also сlick on the drop-down box “Select Style“ to see the blocks organized by Styles:

You use this tab when Creating New Templates or Editing the already existing ones.
Choose and insert the Blocks into the Templates by clicking on Copy. In the end, DO NOT FORGET to click on Update:

Template Folders

In this tab you can Create new folders, Edit or Remove the already existing ones:

NOTE: You cannot make any changes to the folder “Default“!

Why do I Need to Organize My Folders?

In many cases, it helps you to save time when you manually send an Email to your Client in MoveBoard.

For this:

  1. Find the Request of a Client you want to send an Email to;
  2. Click on the image of an Envelope in the Request Form;
  3. Choose the Folder you need;
  4. In the Folder choose a necessary Template;
  5. Click on Send Emails and Close OR proceed with working on the Template by clicking on the image of an eye:

    If you need any changes:
  6. Edit the Template, for instance, by Adding a block or Changing the text:
  7. You can Preview what your Client is going to receive:
  8. Click on Save > Send Emails and Close.

The whole process looks as follows:

Block Builder

In this tab you can:

  1. Edit the already existing blocks by choosing the one you need and clicking on Edit:

    You can Select Block Type, Select Style, make changes in the content of the Block. DO NOT FORGET to Update all your changes:
  2. Create New Blocks on the basis of the already existing ones by choosing the one you need and clicking on Copy:

    Make all the necessary changes and click on Create:
  3. Create New Blocks from the very beginning:
  4. Delete the Blocks if you do not need them anymore.
    4.1. Find the block you need;
    4.2. Click on Edit;
    4.3. Click on Delete Base Block:
How Can I Create My Own Template?

In Email Template Builder Click on Create Template. You will automatically be directed into Blocks tab:

  1. Add the Blocks you need;
  2. Make any changes in the content of the blocks you prefer (as it was previously described);
  3. Click on Create:

As a result, you will see the created Template in the Folder you placed it into as it is shown below:

NOTE: Change the content of the created Email and its settings in accordance with your preferences as it was previously described in detail.

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