This is great if you have different kinds of recipients receiving your GetAccept sendouts. Maybe you deliver different sales material throughout your whole sales process. You can have specific email messaging for each one of the documents you send out. One for the case studies you send, one for post meeting notes, one for your proposals, and one for your contracts. Please note that this is an Enterprise Plan feature.

To do this, go to Settings > Branding > and Scroll Down to the Email Templates. Click Edit Email Template and go into the Standard Template. Copy all of the code that you see in the Email Template Code box. After you copy it, click Cancel.

Next, click the orange New Email Template button. Paste all of the code into the empty Email Template Code box and rename the template. Scroll through the code (or do ctrl + F) and search for where it says, "<!-- start of Full text -->"

Within this, you will see: <!-- content --> and below that you will see: {{email.message}}. Replace {{email.message}} with <p> </p> tags and type the message you would like your template to display to your recipient between the <p> and </p> tags. 

If you would like to use a line break in your text, simply place a line break tag wherever you want to start text on a new line. A line break ends the line you are currently on and resumes on the next line. Placing <br> </br> within the code is the same as pressing the return key in your word processor. Use the <br> tag within the <p> tag. Put two line breaks side by side if you would like there to be a space between the two lines (double spaced).

If you would like to build out more advanced HTML tags for your templates, you can explore more possibilities here: HTML Tags.

You can also use any of our GetAccept merge tags in the email message. This ensures that each email can stay personalized to each recipient you send it to!


<p>This is how you create specific messaging for your GetAccept sendouts =) </br> You can add line breaks by adding one of these </br> And you can still use our GetAccept merge tags like this {{recipient.first_name}}!</p>

Click the Save button once you have finished typing your new email message. You will now be able to choose this as a template when delivering your sendouts!

To use your new template when drafting a new sendout, simply go to the Sending tab, click the Email Template dropdown, and choose the template you need to use!

You can also make any of your new templates the default email template under Settings > Branding and choosing the template from the drop downs.

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