Email Templates

Each entry captures the essentials:

• Title
• Subject Line
• Content
• Speaker
• Industry
• Function (Workflow, Payment Plan, Scheduler, or Default Template)

You’ll also see whether a template was included with The Setup OS (yes, I loaded in ~30 of my faves!) or created by you.

Click into any email to see:

• A draft and notes section
• A complete Smart Field Library at the bottom (so you’re not digging through Dubsado just to grab the client’s first name)