Creating email templates is an important step in automating your firm’s processes. It is very easy to create and send emails in Lawmatics, especially plain text emails.
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You’ll create your firm’s emails by going to the Marketing tab, and selecting Emails. There are two different types of emails you can create, plain text or HTML designed templates. Both of these options are found in the top right corner of the emails page.
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The HTML templates are perfect for designing newsletters or announcements. You probably won’t want to use these for any of your regular correspondence with matters, plain text emails are better suited for that. To learn more about using our email design suite, feel free to check out this video.
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Some examples of plain text email templates you might want to include in Lawmatics are appointment confirmations and reminders, follow up campaigns, missed appointment check ins, feedback/review requests, and many more.
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Click New Email in the top right to create your email template. You'll pick the type of email you want to create. Almost all email types will be plain text, with the exception of Marketing Emails that give you an option for HTML.

Once you select the type of email, click Create Email. Enter a name for your email, the name of your email is only visible internally. You can apply any relevant tags for organization, then you'll want to set up the subject of your email. You then have the options to set a preheader, choose which folder you want the email to be in, and choose whether this email is promotional.

Select the toggle for Promotional Email if you would like to include an unsubscribe link with the email. You probably won’t need this for any of your regular correspondence like appointment confirmations, but if you’re sending out any marketing emails then you’ll likely want to make them promotional. If anyone clicks unsubscribe, they will automatically be prevented from receiving any more promotional emails from you in the future.

For the type of the recipient, if you plan on sending this email to clients or PNCs, you will want to choose Matter. After you have selected Matter as the Recipient Type, you will see the option to select a practice area. Selecting a practice area is optional, and is only necessary if you have created any practice area fields that you want to merge into the email. If that is not the case, feel free to leave None selected.
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Below those options, you can either draft your email template, or if you already have email templates prepared you can copy and paste in the text. You have access to all of your fields if you want to merge anything into the email, as we have done below.

In the email editor you have all standard formatting options like colors, bullet points, hyperlinks, etc. You can also merge fields into the subject line as well as email body, by dragging the merged field from the body to the subject or copy/pasting it into the subject.
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There is no need to include your email signature here in the email template, instead you will create your email signature by going to Settings > My Settings > Email Signature and enter your email signature in the box provided. You will have the option to automatically include the proper sender's email signature when sending this email.
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After you’ve created an email, it will live under Marketing > Emails. You can use the icons on the far right to edit, send, delete, or view stats on the email. You will see the send icon highlighted below on the right.

If you don’t see the icons in your window, you may need to scroll over further to the right. When you click send, you’ll be able to select who you want to send the email to. Next is who you want the merge fields to pull from, and edits to the subject and preheader. The you choose who the email should come from, if you want to CC/BCC anyone, if there are any attachments, and if you would like to include the sender’s signature.
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This is just one of the ways to send an email from Lawmatics, keep in mind that you can also send both plain text and HTML emails via automation. All of the templates you see in the Emails section will be available to select from when adding a Send Email Action to an automation.

Can I still include links in a plain text email?

Yes, you can simply paste in a hyperlink to any of your plain text emails. If you wish to hide the link behind alternate text, such as "click here", you will do this using the chain link icon in the plain text email editor. Simply highlight the text that you wish to show the link, then click the link icon, and then paste in your link in the box provided and click the check mark to save. Custom Form merge fields automatically hyperlink the name of the merged form.

Can I have pictures in a plain text email?

Yes, you can paste in images or use the image icon found in the editor to upload an image file to your plain text email.

How do I add attachments to an email template?

You actually won't save attachments on the template itself, rather you will select attachments when sending an email, either manually or via automation. First you will need to hover over the Create New button in the top right, select Upload File, and upload any files you wish to attach. Then, when sending an email, you will see an attachments option where you can select from any of your uploaded files.