Connection Card Pro Help & Documentation

Email Templates

With Connection Card Pro, it’s easy to create and manage email templates, helping you be more efficient when sending multiple similar emails, and to help with workflows!

With our emails you can insert images, dynamic text, link a website to your email, and more!

You have the option to send your email instantly or schedule to send at a later time/date.

To Create a New Email Template

From the menu:
Communications > Email Templates

• Click on “Create New Template”
• Type in your Subject line and your message in the New Email Template window
• Click on Next.
• Enter a name for your template.
• Click on “Save”.

This email template will be available in your list of email templates to use whenever needed, or to edit when wanting to add or change something.

2 Ways to Use an Email Template:

1) When composing an email in Communications > Emails > Send New Email, select “use a Template” in the Email composing box.

2) Go to Communications > Email Templates and click on "Use" at the right side of this template. 

• You can also Edit or Remove any of these email templates from this page.