Templates & Smart Tags (Email, Letters, SMS & Consolidated Invoicing)

Creating Email Templates

If you find yourself repeatedly typing the same email, then adding an email template is exactly what you need. Not only will it reduce the number of possible errors but it will also greatly reduce your time spent writing the emails.

1. Open up the 'Settings' tab and scroll down to the 'Email Templates' section.

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2. Click 'Add Email Template'. Once in here you can add a brief description along with the body of the email. You can include the use of the dynamic tags found from each category below:

3. Once you're finished, hit the save button and the template is ready to use. You can find the templates whenever sending an email through Accelerate.

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If you need to add an image to your email template see This Guide

You can edit a template at any time. Head to 'Templates' section in settings:

Select the pencil of the template you wish to edit and you'll be able to make your desired changes. Press the 'Save' button when you're happy.

Creating Letter Templates

Similar to Email templates, you can create a letter template to save writing a letter of similar content over and over again! To start, head to the settings page and scroll to the 'Letter Templates' section:

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Click 'Add Letter Template' and you'll find yourself on a similar screen to this:

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After you press save, your templates will be ready to use in the dynamic document section.

Creating SMS Templates

You can do this the same way you would add any of the above templates. 

Simply go to Settings > SMS Templates > Add SMS Template and type up your template. Save it and this will then be available to use when you send a text to one of your clients.  

You can also use tags (above) in your texts and the correct information will appear in the text your client receives when getting one of your texts.

Creating Note Templates

If your team regularly add the same notes onto records within Accelerate, you can configure note templates to save your team time and encourage consistency.

Head into Settings > Note Templates and ‘Add Note Template’ and you can configure your note template:

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Note templates can also be deleted by using the ‘Delete’ button in the top right hand of the screen.

Consolidated Invoices

You are able to specify at the Finance Product level what text you want printed onto consolidated invoice lines, including some smart substitution tags:

• #CONTRACT_REFERENCE#

• #ASSET_IDENTIFIERS#

• #PAYMENT_ORDINAL#

• #TOTAL_PAYMENTS#

• #PERIOD_START#

• #PERIOD_END#