How to Create Email Templates

Learn how to create email templates from scratch or choose from a template library.

Last updated
December 21, 2023

What it does: Users can create email templates that best suit their day-to-day needs, or can browse through Roofr’s popular default templates.

Purpose: Default templates strengthens our position as an out-of-the-box solution, allowing users to start testing immediately and reducing our time to value. Custom templates promotes customizability for our more sophisticated customers, which improves our CRM stickiness.

Available On: Pro, Premium, and Elite.

Choose an existing email template

Step 1: On the main left navigation bar, choose Email & SMS

⚠️ Note that SMS is not yet available. We’ll be launching closed beta testing for SMS in January of 2024.

Step 2: Choose “Browse Templates”

Step 3: Browse through our various templates until you find a template that suits your business needs.

Note: You can edit default template values too — once you create a template, you’ll have the option to edit the subject line, email body, button, and dynamic fields before saving.

Call to Action Buttons

Templates do not automatically include a Call to Action (CTA) button, but you can (and we would recommend that you do) add a CTA button in the email body by choosing “Include a button”.

  1. You may add a custom label, and
  2. Choose where the button will direct customers. Options include a phone number, email address, or custom URL.

Step 4: Hit save!

Create an email template from scratch

Step 1: From the Email & SMS tab, choose “Custom Template”

Step 2: Name your template and select a category; either General, New Leads, Proposals.

Step 3: You’ll be presented with a blank slate to create your own email template, including the subject line, the body message, and the dynamic fields, which include:

  1. Customer Full Name
  2. Job Address
  3. Job Assignee, and
  4. Job Assignee Email

Step 3: Choose whether you’d like the email to be either Marketing or Plain Text.

  1. Marketing emails are more stylized for a branded experience. These are great for Lead Introduction emails, or for sending proposals.
  2. Plain Text emails are simpler, and more closely resemble regular emails. Use these for quick replies, transactional emails, or reminders.

Step 4: Add a CTA button to direct homeowners to a phone number, email address, or custom URL.

Step 5: Hit ‘Preview’ to review your email before saving.

Step 6: Hit ‘Save’ and you’re done!

Accessing your email templates

In the Email & SMS page, all your templates are categorized by category;

  1. General
  2. New Leads
  3. Proposals

The email category option lets you organize your templates by function, and dictates how an email template can be used.

  • For example, Proposal templates must link to a customer’s Proposal. This is why we’ll see some fields disabled.

Next, Learn How to Create Email Automations

📣 Thoughts? Feedback? Questions? We’d love to hear it. Email us at [email protected]

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