Why Default Email Reactions Matter
Every time you send an estimate, request a credit-card authorization, or confirm a job, Easyly can automatically fire off a polished, on-brand email. By replacing the built-in copy with your own templates, you’ll:
Reinforce your company’s tone and style
Include the exact merge-tag fields you need
Build trust with consistent, professional messaging
1. Available Triggers for Default Email Reactions
You can assign a custom template to any of these built-in actions:
Estimate
Credit Card Authorization
Job Acceptance Form
Job Details for Acceptance
Claim Email
Contact Confirmation
Crew Job Info
Payment Receipt
Invoice
2. Create Your Custom Email Template
If you haven’t already built the template you want to use:
Go to Marketing → Email Templates
Click + New Template
Enter a Name, Subject, and Body, using merge tags (e.g., {{contactFullName}} to personalize.
Save your template.
Quick Link: How to Create an Email Template
3. Assign a Template as the Default Reaction
In Marketing → Email Templates, find the template you want to use.
Click the ••• menu next to its name.
Select Set as Default.
From the dropdown, choose the trigger (e.g., “Estimate,” “Invoice,” etc.).
Confirm your selection.
Pro Tip: Keep a shared “Test Lead” with your own email address so you can instantly verify real-world triggers.
4. Managing & Updating Defaults
To change a default reaction, repeat the steps above with a different template.
To remove a default, open the ellipsis menu and choose Unset Default.
Any updates you make to a template will apply immediately to future sends.