In Knackly you can create an email automatically by using a File template that is formatted as a .eml file. Below is a short video on how to create the File template and two examples.
What is an EML file?
EML, short for electronic mail or email, is a file extension for an email message saved to a file in the Internet Message Format protocol for electronic mail messages. It is the standard format used by Microsoft Outlook Express and we have found it to work with Microsoft Outlook.
Text Only Template:
X-Unsent: 1
text/html:
From: {[StaffMember.Name]} <{[StaffMember.Email]}>
To: {[Client.FullName]} <{[Client.Email]}>
Subject: Getting started on your estate plan
Dear {[Client.FirstName]},
Thanks for choosing Knack and Associates to help you create your estate plan. To get started click on this link, create a password and fill out the information. We are looking forward to working with you.
{[EstateQuestionnaireLink]}
{[StaffMember.Name]}
{[StaffMember.Email]}
{[StaffMember.Phone]}
HTML Template:
When using HTML the entire email will need to have HTML formatting.
X-Unsent: 1
From:
X-Unsent: 1
From: Kim Mayberry <kmayberry@knackly.io>
To: {[Client]} <{[ClientEmail]}>
Subject: Remaining Jumpstart Budget with Knackly
Content-Type: multipart/alternative; boundary="boundary-string"
--your-boundary
Content-Type: text/plain; charset="utf-8"
Content-Transfer-Encoding: quoted-printable
Content-Disposition: inline
Dear {[Client]},
We wanted to let you know .....
--boundary-string
Content-Type: text/html; charset="utf-8"
Content-Transfer-Encoding: quoted-printable
Content-Disposition: inline
<html>
<body>
<p>Dear {[Client]},</p>
<p></p>
<p>We wanted to let you know....
<p></p>
</body>
</html>
--boundary-string--