Create & apply email templates

Email templates let you reuse messages you regularly send to clients—manually, in bulk, or through pipeline automations that trigger them automatically when a job moves to a new stage.

Add chat templates

You can quickly get started by using a ready-made template or create one from scratch to match your firm’s workflow.

Start from a ready-made template

You can download ready-made email templates with the best practices. To add an email template from the Marketplace:

1. Go to Templates > Marketplace from the left sidebar and open the Emails tab.

2. Click Get free on the template you want to add, or click on its price and proceed with the payment if it’s a paid template.

In most cases, you will need to customize the downloaded template. To do this:

1. Go to Templates > Firm templates from the left menu bar.

2. Open the Emails tab.

3. Click the name of the email template to edit it.

Create email template from scratch

Note

An email template can be created by a firm owner, an admin, or any team member with Manage templates access right .

There are two ways to create an email template:

• Go to Templates > Firm templates > Emails, then click Create template.

• While adding the Send email automation into the pipeline, click New template.

For a description of each field, see email template field reference .

Add attachments to email templates

Note

The maximum size of all files attached to one template is 20 MB. Supported file types: PDF, DOC, DOCX, XLS, XLSX, JPEG, JPG, PNG.

You can add attachments to email templates from your computer. Use one of the options available while creating or editing an email template:

• Drag-and-drop a single file to the designated area.
• Click Browse Files and select one or several files in your file explorer.

Note

If you’re sending a message containing a file from TaxDome to a recipient who is not a TaxDome user, they won’t need a login to access it. To keep the file secure, give the link an expiration date. Find out more about email attachment security .

Add images to email templates

Note

The image needs to be hosted by a third party or added as an attachment . Videos can be added to emails only as attachments and can’t be embedded in templates.

Add an image by copying it from a webpage

1. Upload the image to your computer or to an image-hosting site such as imgbb.com .

2. Right-click on the uploaded image in your browser, then select Copy image.

3. Go to the Email Template creation screen, make sure WYSIWYG is selected, then paste the image into your template.

Add an image by inserting an HTML code

1. Upload the image to an image-hosting site such as imgbb.com .

2. Copy the HTML code for the image.

3. Go to the Email Template creation page, make sure HTML is selected, and paste the code into your template.

4. Find the <img src="https://**********************> code block and add data-signed-id=” ” to the end of the block as you can see in the example screen below. Otherwise, the image may be displayed incorrectly in emails you send.

You can preview the image by selecting WYSIWYG.

Once the template is selected, the code turns into the image.

Edit email templates

To make changes to an email template, follow these steps:

1. Go to Templates > Firm templates > Emails.

2. Click the three dots near the email you want to edit.

3. Select Edit.

4. Make changes to the email template, then click Save & Exit or Save.

For a description of each field, see email template field reference .

Apply email templates

Once you’ve created a template, use it to speed up the process of writing new emails. Here’s how:

1. Create a new email either by clicking the New button at the top left and selecting Email or by selecting the one or more recipients in your Accounts list and then clicking on @Send Email.

2. Click in the Template field to select a template from the pull-down menu.

3. Edit the email, if needed.

Note

Changes you make to your email don’t alter the selected template.

Publish email templates to the marketplace

You can publish your template in the marketplace if you think it will benefit other community members.

Note

You will not see Publish to marketplace unless you have registered as a creator .

1. Go to Templates > Firm templates from the left menu bar and select Email. 

2. Click the three dots to the far right of the chat template’s name and select Publish to marketplace.

3. Complete the steps as instructed in the Creators hub article.

Duplicate email templates

To create new email templates based on existing ones:

1. Go to Templates > Firm templates > Emails.

2. Click the three dots near the email you want to duplicate.

3. Select Duplicate.

The template’s copy will be saved with the appropriate suffix (e.g., Email (2)).

Delete email templates

To remove an email template:

1. Go to Templates > Firm templates > Emails.

2. Click the three dots near the email you want to delete.

3. Select Delete and confirm the action.

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