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Getting Started

Creating Email Templates

Email templates let you save and reuse common email messages, saving time when communicating with customers.

How to Create an Email Template

  1. Go to the Job Dashboard.
  2. Select the Messages icon.
  3. Go to the Email Template tab.
  4. Customise your template using Plain Text or HTML mode. You can use the preview option to see how the email will appear to recipients.
  5. Type a Template Name to identify the template.
  6. Select Save As New to save your template.

Your saved templates will be available to select whenever you send an email from within Onroute.

Need help? Contact support@onroute.io for assistance.