Email Templates make it faster and easier for your team to send consistent, professional messages to families directly from Parting Pro.
With templates, you can create reusable versions of common messages — such as appointment reminders, office directions, or next steps — so your staff doesn’t have to retype or copy content every time.
🧭 Where to Find Email Templates
From your dashboard, go to Settings → Email templates.
Under the Email templates section, you’ll now see a new option labeled Custom Emails.
This is where you can view, add, edit, or remove templates used for outbound emails.
✍️ Creating a New Template
Click Add Template.
Fill in your template details:
Template name: How your team will identify it internally.
Sender name: The name that will appear as the email sender.
Subject line: The default subject for this message.
Email body: The main content of your email.
Footer and attachments (optional): Add closing details or commonly included files (e.g., price lists, directions).
You can insert dynamic fields (like the recipient or decedent's name) using the field mapping key available in the editor. These fields automatically pull case-specific data into your message.
Click Save when you’re done.
Once saved, your new template appears in the template list and becomes available for your team when composing a new custom email.
🧩 Editing or Deleting a Template
To edit an existing template, click the three dots next to the template name and select Edit.
Update any of the details (name, subject, body, etc.) and click Save.
To delete a template, use the same menu and select Delete.
Tip: You can edit the built-in Sample Template to use as a starting point for your own content.
💌 Using Templates When Sending Custom Emails
Once templates are set up, they can be accessed directly when composing an email:
Go to a case and open the Emails tab.
Click Compose New Message.
In the compose window, use the new Template dropdown to choose a saved template.
The selected template’s content will automatically load into your email body — including any placeholders or formatting.
You can make final edits before sending to personalize the message if needed.
All messages sent using templates still include your dashboard’s branding, delivery tracking, and message history visibility. Read more here
👥 Team Visibility
All templates are shared across your dashboard.
Any staff member can use the approved templates when sending emails, ensuring consistency across your team’s communications.
⚙️ Feature Availability
The Email Templates feature is currently available to beta participants with access to Custom Emails.
If your dashboard does not have Custom Emails enabled, this section will not appear in your settings.