Knowledgebase

Using message templates

Introduction

Keeping in touch with your clients is important, but it doesn’t have to take ages! Light Blue’s email and text message templates save you time and mean that you don’t forget to say the important things. There’s no need to type the same messages out again and again, and our powerful mail-merge tags automatically personalise your messages with the relevant details.

Email templates are useful because they can save you a lot of time sending out standard responses to your clients’ queries, help you to use consistent wording, and present yourself with a professional image. You can use email templates whenever you create an email to a client from Light Blue, and you can also use them in workflows to send automated messages to your clients: for example, to remind them about a booking. You can find out more about automating emails in a separate article.

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Sending an email from a template

To send an email using a template from a shoot record, go to the “Linked Records” panel of the shoot, then click on the “Email” button and choose to create email from template, then choose the template that you wish to use.

Alternatively, hover your mouse over the details of a particular contact in the “Linked Records” panel and then click on the small email icon.

If you’d like to send an email from within a contact record, click on the email icon that appears when you hover your mouse over the contact’s email address.

Creating a new email template

You set up your email templates in the “Email Templates” section of the Preferences window. You can add a new template by clicking the “Add Record” button, then give the template a name, a subject line, and typing the content of the message.

Formatting your emails

Our email templates include formatting options that allow you to control the look of your emails. The formatting bar at the top of the message body includes buttons for setting bold, italic, or underlined text, as well as fonts and text sizes. Do be careful about using fonts though, because if you choose a font that the recipient doesn’t have then your email might not appear quite like you’d expect.

Links

You can add links to your emails by selecting the text that you want to add a link to and clicking the link button, then typing in the URL that you want the link to go to, and clicking the “Save” button.

Images

Photography is obviously a visual product, and you can include images in your emails to show off your work or add more branded elements. To do that, select where you want the image to go and click the “Insert Image” button. 

From there you can choose an image that will get uploaded to our servers and be included in your email. Make sure that the image is scaled to a sensible size.

Adding attachments

The “Add Attachment” button at the bottom of the email window will allow you to choose any attachments that you wish to include with your email template.

Including mail-merge tags to personalise your messages

When you’re creating an email template, you can make use of Light Blue’s mail-merge tags to personalise the message and include relevant information about your clients and their shoots.

Light Blue’s mail-merge tags consist of special text that appears between a pair of % symbols. For example, to insert your client’s first name, you’d type a % symbol, then the tag, ContactFirstName and then the closing % symbol.

You’ll find a comprehensive list of Light Blue’s mail-merge tags in the knowledgebase on our website.

To add a mail-merge tag into your email template, click on the “Insert Mail-Merge Tag” button in the toolbar and then search for the tag that you’re interested in.

When you use the email template to create a message, the tag will be replaced with the relevant information (e.g. your client’s name or the date of the shoot).

Example email templates that will give you a head start

We’ve prepared a few example email templates that you can download and install into your own copy of Light Blue to save you some time. You can then personalise the templates to suit your own tone of voice.

Sending text messages from a template

Like sending emails, it’s also possible to send text messages using templates. They’re a really helpful way of sending quick reminders to your clients in plain text.

To send a single text message to someone, go to a Shoot record for someone who’s got a mobile number, click on the “Linked Records” panel, then click on the “Text Message” button.

Alternatively click on the smaller text message icon which appears next to the contact’s details when your mouse hovers over them.

If you’re viewing the contact record, you can click on the text message icon which appears in the contact record when you hover your mouse over a phone number.

Creating new text message templates

You can create a new text message templates in the “Text Message Templates” section of the Preferences window. To create a new template, go to the “Text Message Templates” section, click on the “Add Record” button in the toolbar and then start writing your message. You can include mail-merge tags within text message template to automatically personalise the messages.

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