Step  Seven:  E-­‐Mail  Templates

The  E -­‐Mail  template  setup  can  be  one  of  the  longer  processes  in  the  setup  of  your  new  RentalTrax   system,  but  it  completely  depends  on  the  e-­‐mails  you  use  within  your  company.      E-­‐mail  is  going  to   be  the  main  way    that  you  communicate  with  your  clients,  staff  and  suppliers  so  it  is  important  to   setup  the  proper  e-­‐mail  templates  to  help  automate  most  of  that  process  to  save  you  time  to  focus   on  growing  your  business.

1) E-­‐Mail  Template  Directory  Title

2) Template  Name  Column   Here  you  will  find  the  names  of  all  of  the  templates  you  have  previously  created.    They  have   either  been  created  by  you,  or  set  as  a  default  within  your  new  system.    Clicking  on  these   names  will  allow  you  to  modify  and  edit  any  of  them.

3) Subject  Line  Column   Here  you  will  find  the  subject  lines  that  your  recipients  will  see  when  they  receive  the  e-­‐ mail  from  you.    Anything  that  is  denoted  between  {{  }}  is  called  a  dynamic  field.    A  dynamic   field  automatically  pulls  information  from  the  system  to  fill  in  the  information  with  a  more   personal  touch.

4) Save  E-­‐mail  Template  Button