Creating an Email to Send to Clients

This guide demonstrates how to create an email to send to clients. You can watch the accompanying video here:

Knackly can create an automated email that you can send to clients. This aids in ensuring accurate information, such as sending an application to a client for them to fill out.

To send an automated email through Knackly, first navigate to Designer in the online workspace. Select the Templates tab and Add a new template. Name the template and select file as the type.

Note: It is recommended to use Email in the name of the template.

To tell Knackly this is an email, enter the Assembled File Name and include Email.eml at the end. You can use variables to automate the name of the file, for example, we chose to use the client’s full name.

An electronic mail (EML) file is a file extension for an email message saved to a file in the Internet Message Format protocol for electronic mail messages. It is the standard used by Microsoft Outlook.

In the Template Text field, select Allow formatting (markdown). Then enter the email you wish to automate. Note that some fields are required—at the bottom of this page is the outline of the required fields for an email.

Select Save.

After formatting your email, select the Apps tab and Add a new app. Choose the email template as the App Template. Save.

Navigate to the dashboard. On a record, add to the record by selecting Select App. Run the email app and fill in any information that is missing.

Alternatively, if creating a new client, hover over Create Record and run the app as usual.

Download the assembled document.

Opening the downloaded document automatically opens an assembled email. From here, you can select send—or verify all the information is there.

Email Templates

Text Only Template:

X-Unsent: 1

text/html:

From: {[StaffMember.Name]} <{[StaffMember.Email]}>

To: {[Client.FullName]} <{[Client.Email]}>

Subject: Your Information

Dear {[Client.FirstName]},

Your Information - This is the body email

{[EstateQuestionnaireLink]}

{[StaffMember.Name]}

{[StaffMember.Email]}

{[StaffMember.Phone]}

HTML Template:

When using HTML the entire email will need to have HTML formatting.

X-Unsent: 1

From:

X-Unsent: 1

From: {[StaffMember.Name]} <{[StaffMember.Email]}>

To: {[Client]} <{[ClientEmail]}>

Subject: Your Information

Content-Type: multipart/alternative; boundary="boundary-string"

--your-boundary

Content-Type: text/plain; charset="utf-8"

Content-Transfer-Encoding: quoted-printable

Content-Disposition: inline

Dear {[Client.FirstName]},

Your Information - This is the body email

--boundary-string

Content-Type: text/html; charset="utf-8"

Content-Transfer-Encoding: quoted-printable

Content-Disposition: inline

<html>

<body>

Dear {[Client.FirstName]},

Your Information - This is the body email

</body>

</html>

--boundary-string--