We have also given you a lot more control to make sure you’re sending the right message before it’s sent. This allows your colleagues to see at a glance for what purpose a particular template should be used.Īnd if you have templates that individual users don’t need, they can be deselected by each Daylite user so they only see the templates that are needed.

If you’re already a heavy user of the current letter template feature in Daylite, then you’ll love two features we’ve added:įor each template, you can add a description that appears when you select the template. For example, all people linked to a project or the details field of that project or what pipeline stage an opportunity is currently in. We’ve also added many more options to create emails that give relevant details, such as fields from Projects, Opportunities or Form entries. With a completely new user interface, finding and adding the right placeholders into your messages is much easier. & amp lt span data-mce-type=”bookmark” style=”display: inline-block width: 0px overflow: hidden line-height: 0 ” class=”mce_SELRES_start”& amp gt & amp lt /span& amp gt & amp lt span data-mce-type=”bookmark” style=”display: inline-block width: 0px overflow: hidden line-height: 0 ” class=”mce_SELRES_start”& amp gt & amp lt /span& amp gt Template all the things With the latest version of ProductivityTools, we’ve created a new way to create these email templates and added the ability to create separate templates for appointment invitations, updates and cancellations. We love Daylite’s letter templates, but wanted to take this feature even further with the goal of helping you to automate these repetitive emails but still give you the control you need to add personalized elements into them, to keep your customers feeling like the special snowflakes they are.

“Just following up” or “I wanted to confirm our meeting” or “Here’s that proposal I promised you” or whatever phrase you repetitively type, is probably very ingrained in your muscle memory by now. These days we all send emails that are very similar to one another, if not pretty close to identical. Your thoughts wander as you try to figure out whether you’re feeling like you need more coffee or have had way too much already.

A sense of deja vu comes over you as you start writing yet another follow up email to a prospect. The cursor blinking at you, taunting you to write words with every pulse. You’re sitting at your desk staring at another blank email window.

Adding a new user in daylite 6