My AccountMy Settings

Manage Email Templates

Email message templates help streamline communication with your prospects, saving time and improving efficiency when sending recurring emails. You can access and manage your email templates through |My Account| > |My Settings| within OA Mobile. Once created, email templates may be used anywhere within OA Mobile where emails are sent. To create or manage email message templates, follow the directions below.
  1. From the OA Mobile |Navigation Bar|, select |My Account|.
  2. Scroll down to locate the |My Settings| section.
  3. Within the |My Settings| section, select the |Email Templates| button.
  4. Select the |Add New| button to create a new email template.
  5. Enter the template name, subject, and email body content. You may also insert merge fields to automatically populate prospect information from OA Mobile.
  6. Select the |Save| button to save your email template.
  7. Select the |Done| button to complete the process.
Manage Email Templates - OA Mobile
  1. A: Use the |Edit Selected| button to edit the template selected in section B.
  2. B: Displays the list of available email templates.
Email message templates help streamline communication with your prospects, saving time and improving efficiency when sending recurring emails. You can access and manage your email templates through |My Account| > |My Settings| within OA Mobile. Once created, email templates may be used anywhere within OA Mobile where emails are sent. To create or manage email message templates, follow the directions below.
  1. From the OA Mobile |Navigation Bar|, select |My Account|.
  2. Within the |My Settings| section, select the |Email Templates| button.
  3. Select the |Add New| button to create a new email template.
  4. Enter the template name, subject, and email body content. You may also insert merge fields to automatically populate prospect information from OA Mobile.
  5. Select the |Save| button to save your email template.
  6. Select the |Done| button to complete the process.
Manage Email Templates - OA Desktop
  1. A: Use the |Edit Selected| button to edit the template selected in section B.
  2. B: Displays the list of available email templates.
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