Saving and Loading a Welcome Email Template for Contractors

If you've made any changes to the subject line, and/or customisable portion of the message copy - you also have the option to save these changes as a template.

To create a Welcome Email Template:

1. We click on the 'Save As Template' button to the bottom right of this page - this will open a 'Save Email Template' pop-up 
2. Choose a Template Name i.e. Welcome + Insurance loading instructions 
   
3. And click 'Save'
   
   This will save your customised subject line, and/or message copy - and your Welcome Email Template will be available from the Select Email Template drop-down menu when you invite your next contractor(s) to RAVE.