What is an email template?
The term email templates refers to the emails that are sent by your reminder schedules (these can also be known as...
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Communications
Learn how automated reminders work, how so set up email or SMS templates, and managing the email that you receive from Content Snare.
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How do I edit an email template?
First, to access your email templates, click on the Reminders tab at the top. If you’re unsure which email is... -
How do I resend an email to a client?
You’ll be happy to know that this is a super easy process 🙂 If ever you fear that your client... -
What is a reminder schedule?
A reminder schedule is a set of rules that tell Content Snare when and under what circumstances to send emails... -
How do I create my own reminder schedule?
When you create a request, you choose the reminder schedule that goes with it. So, for example, for a client... -
How do I assign a reminder schedule to a request?
When publishing a request, you can choose the reminder schedule you’d like to use from the drop-down. You can also select... -
How do I stop receiving field completion notification emails?
If you’d like to opt out of being notified when your client completes a field, head over to Settings, which can... -
What is the calendar view?
The calendar view, accessible by clicking calendar within the top bar, is where you can view: Request start & end... -
How do I create advanced email templates?
Note: This is an advanced article! Advanced customers can take greater control over the email templates in Content Snare. We...