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Automations

How to Use Email Templates

Choose an email template, edit the draft, and send it to a client.

Built-in emails are used for lead replies, proposals, and gallery delivery.

Custom messages appear under Your automations and can be connected to reminder timing.

  1. Choose the kind of message

    Choose a built-in email or a custom reminder.

    Check that Dynamic fields have filled in the right client and job details.

  2. Review the saved wording

    1. 1.

      Open Templates > Automations and choose a message under Built-in emails or Your automations.

    2. 2.

      Review its subject, body, and Dynamic fields.

    Automations page showing Built-in emails, Your automations, and Add timing.
    Built-in and custom emails

  3. Option: use a built-in email

    Open the action you need, such as Send Email on a lead.

    Choose the reply and review the draft in your default email app before sending.

  4. Option: schedule a custom email

    Under Your automations, select Add timing and choose the email for the timing rule.

    When the rule runs, Lemlii sends the prepared message to your account email for review.

  5. Review dynamic client details

    Dynamic fields use the current client, booking, proposal, invoice, questionnaire, or delivery details available for that message.

    Check the client details before sending.

  6. Check your email template

    Check the built-in email draft before sending.

    Check the custom email and timing under Your automations.