Claim Email Templates

Sending emails to customers from Claims

If you wish to send emails directly to your Customers you should check if you can add information for a SMTP server. Visit our SMTP page for further info.

This email type is similar to Follow up templates, as they are both related to the currently logged in user and are in a sense personal templates for the user. You can create them by following the menu link as shown below.

Settings > Mailing > Claim emails

Create Claim Email Template

Start by clicking on "Add template" button from the page. From there you can create your template.

• Claim type - selecting a claim type will indicate for which type of claims this template will be used.

• Template name - a friendly name for yourself to navigate through your templates.

• Subject - email subject that will be received by the customer.

• Body - email body that will be received by the customer.

Fill in the necessary info and save your template.

You can add variables into Subject and Body that will populate with corresponding info on a designated Claim. Learn more about them in our Variables section.

Using Claim Email Templates

Once you're done creating these templates you can start using them from Claim page. You can find "Send email" option under Customer's info.

When you select to send an email, you will be able to choose from your Claim email templates and see it automatically populate with data for that Customer.