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AroFlo lets you create a range of email templates to achieve a consistent, professional look and feel to your emails and save you time. Set them up once and they're there for you to use whenever you need them.

Create an email template

Email templates can be created from various locations within AroFlo:

  • Any screen that features Print Options.
  • ServiceTrack list views that feature (envelope icon).
  • Client cards that feature an Email button (top right).
  1. From one of the above locations, select Email.


  2. Click Select Template.
  3. Click Add Template.
  4. Enter a Subject line for your template. This will become the subject line of the email when you apply this template.
  5. Click into the email body field and start typing your message.

    Using data elements

    AroFlo lets you insert any of the information stored in your AroFlo site into your email templates by using data element fields. To insert a data element, place your cursor where you want the field to appear. Use the Static Data window and either scroll by category or start typing the field name in the search box. Click to select the field you want to insert. Data elements appear inside square brackets: [data field] within the template.

    By default, the email body field is set to Text Only (i.e. plain text), but you can select HTML to open a text editor that allows you to format the text, insert images and apply your branding to the template.

  6. When you've completed your message, click Save As.
  7. Enter a name for the template and click Save.
  8. To locate your new template: start typing the template name into the Name search field at the top, and double-click to select the template. If necessary, you can type over any of the details in the email body.

Edit an email template

  1. Go to Print Options and select Email.
  2. Click Select Template.
  3. Select the template you want to edit and click Edit Template.
  4. Make the required changes and click Save.
  5. To make a copy of the template: click Save As, enter a name for the template and click Save.

Delete an email template

  1. Go to Print Options and select Email.
  2. Click Select Template.
  3. Select the template you want to delete and click Edit Template.
  4. Click Delete and confirm that you want to delete the template by clicking OK.
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Feature access

Parts of this feature are included in AroFlo Go.