Create Canned Emails

Updated Mar 10, 2023

Create canned email templates for frequently used emails that you can quickly send or use in a workflow. View and manage your canned email template library under Templates >> Canned Emails.

Create a canned email template

1. Go to Templates >> Canned Emails.
2. Click New Canned Response.
3. Enter a title for your canned email template. This is not visible to the client.
4. Enter a subject line.
5. Write the body of the email.

6. Click Save & Close.

   
   

Formatting canned emails

Add a Dubsado form

Dubsado forms, invoices, and schedulers get sent in an email using smart fields. See link to a Dubsado form for detailed information.

Add smart fields

Use smart fields to autofill details about a project or client by clicking on Smart Field in the toolbar. See personalize your emails with smart fields for detailed information.

Change text format

Click the A icon in the toolbar to access different style options, such as bold, italics, underline, font color, alignment, and more.

Add an external link

Click the A icon in the toolbar, followed by the link icon. See add an external link for more information.

Insert an image

Click the A icon in the toolbar, followed by the image icon.

Add an attachment

Files can’t be added to email templates as an attachment — files can only be attached to emails that you send manually while in the client’s project. Add the file as an external link instead.

Search for canned emails

Search for a canned email with the Filter Emails search bar.

FAQ

Does editing an email template edit the email in a workflow as well?

No. Adding an email template to the workflow creates a copy of the template. Editing templates won’t affect email templates already added to a workflow.

How do I add an email signature?

Go to Templates >> Canned Emails >> Signature.