You can prepare custom templates for customer emails for repetitive tasks like sending joining emails, feedback emails etc.

Selecting a template for email

Go to WP Admin Dashboard → WP ERP → CRM → Contacts → Click on a contact → Email → Select the template from the drop-down menu.

Creating a new template

Go to WP Admin Dashboard → WP ERP → Settings → CRM → Add Templates.

After clicking the “Add Templates” button, you will find the following pop up form:

Here, you will have to enter the Name, Subject, and Body for the template you want to create. However, there is also a drop-down menu from which you can select the shortcodes to make the body more dynamic and precise.

That’s how you can send emails from templates in WP ERP CRM.

Note: Using the shortcode {first_name} will automatically populate the desired receiver’s name in the message text.