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Creating an Advanced Email Template
Creating an Advanced Email Template
Updated over a week ago

PracSuite includes an advanced email editor accessible from the Email template screen. This tool provides an easy way to make professional newsletters and emails that look great on desktop and mobile with an inbuilt template catalogue for you to use as a base.

Note that advanced templates cannot be edited when manually composing emails and are only suitable for emails that don’t need editing at the time of sending.

Utilising merge fields, you can create advanced email templates for newsletters, receipts, and appointment reminders, among other uses.

Go to Settings > Templates > Email Templates and select Add Advanced Template.

This brings up the Template Catalogue where you can scroll through all available ideas, search for a variety of topics or start from scratch with a blank template.

Once you select a starting point, the editor will load and you will be able to begin making changes. Below we will go through a basic example of starting from scratch.

Advanced Email Editor Concepts

View

You can view the email template you are editing in either desktop or mobile mode. You may notice some elements moving around when switching, this is because columns will stack on mobile for a neater reading experience.

Content

Your email template is structured as a table with columns and rows. In the highlighted sections, you can drop content items such as a Title, Paragraph, or Image into your workspace.

If you select a content block after you have added it, you can edit it on the left and change its properties on the right, including formatting.

Rows

Rows are best used when changing the number of columns for a part of the email. You may switch between one full row to a 50%-50% row to have an image and text be side by side. You can hover over a row to reorder it.

Settings

Settings control the defaults for your elements and the overall width.

File Manager

The File manager holds any custom images you use to make it easy to insert them again in other templates. You can also view a gallery of free stock images by using the Search free photos button.

PracSuite's advanced email editor has too many features to explore individually, so we recommend exploring them yourself. The information below is designed to help you learn the basics so that you can become an expert template designer.

Blank Template

Select Blank template to get started.

Set the Description and Subject for your email. For this example, we are creating a basic appointment confirmation email template.

Now, you can start designing your template using the tools on the right.

We will start by editing some settings to set the template's look. Go to the Settings tab and change the Content area width to 600px by dragging the slider. Change the background to a subtle colour of your choosing. Our example uses a neutral blue #a3c1da. Set the Content area background colour to white #ffffff.

You can either use the colour picker by selecting the swatch or type in a hex code of a colour e.g. #000000

Select Content and then drop in an image to add our logo to the template.

Select Browse to open the File manager. If your logo is already in your library, select Insert. Otherwise, use the Upload button to add the image first.

Add alternate text for email clients that can't display the image and a URL to your website.

Next, select the Content tab to get out of the Image properties and drop a paragraph block underneath the image. Before you release the mouse, look for the "drag it here" text.

Type in the text for your email. Here is our example for a simple email confirmation to be sent alongside an SMS reminder:

Dear <<FirstName>>,

We are pleased to confirm your upcoming <<AppointmentProfession>> appointment.

Appointment Details:

Date: <<AppointmentDate>>
Time: <<AppointmentTime>>
Practitioner: <<AppointmentPracName>>
Location: <<AppointmentBusinessAddress>>

Before your appointment,

Please complete the following form, note that your answers are private and your medical history is confidential.

[insert your form link here using the fields at the top]

If you need to reschedule or cancel your appointment,

Kindly notify us at least 24 hours in advance to avoid any cancellation fees.

If you have any questions or need further assistance,

feel free to contact us at <<AppointmentBusinessPhone>> or <<AppointmentBusinessEmail>>.

We look forward to helping you achieve your health and wellness goals.

Best regards,
<<AppointmentBusinessName>>

To give the text more space around the sides, we are going to add some additional Padding under Blcok Options. We have used 30.

You can selectively add padding to each side or just the top or bottom using the More options switch.

Use the preview button to see the email without the formatting elements. Make any final adjustments you wish and select Save at the top.

Adding a button with a link

If you want to go a step further with your template, try adding a Button block that links to your online form:

Drop in the Button block underneath your text and click on the button to update the text to "Complete your form". On the Content pane, select Special links under Action

Click through to find your Form, and it will add it as the Url

When the email is sent, PracSuite will put the patient's form link in this button!

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