Manage and Edit Existing Email Templates

This article will assist you in common edits available for the custom Email Templates within your library. Navigate to either Account or Organization Emails from the Library menu, click on the desired email to edit, or preview for the Email Content Editor to open. If the email editor is a bit overwhelming, no worries, we are here to help! 

If you would like assistance in any email edits or in creating a new email template, please email a detailed request to support@keethealth.com

Click on a link to jump ahead to any section below: 

Resizing your Logo

Edit and Add Text Box

Edit and Add Image

Add Divider 

Add Spacer

Add a Group Social or Social Element 

Add NavBar/NavBar Link

Add a Link

Important Variables:

Variables can be added to your emails to pull unique content information you would like to communicate or provide to your patients. Below are commonly used variables and their functions: 

Variable                                                                   Function

Practitioner Name Assigned practitioner’s first and last name
Practitioner First Name Assigned practitioners first name only
Practitioner Email Assigned practitioner’s email address
Patient Name Patient’s first and last name
Patient First Name Patients first name only
Patient Email Patient’s email address
Organization Name Name under Edit Organization Info
Organization Website Website URL under Edit Organization Info
Organization Phone Phone Number under Edit Organization Info
Organization Email Email Address under Edit Organization Info
Organization City City under Edit Organization Info
Appointment Date  Date of Appointment from EMR or Encounter
Appointment Patient Name Patient first name on Appointment Scheduled 
Appointment Practitioner Name

Practitioners first name on the Appt Scheduled

Appointment Location name Name where appointment is scheduled

Appointment Location Address 

 

Location street address where appointment is scheduled 

Appointment Location City

City where appointment is scheduled 

 Appointment Location State  Location state where appointment was scheduled
 Appointment Postal Code

Zipcode where appointment is scheduled 

Appointment Location Phone  Phone Number where appointment is scheduled
Appointment Location Email  Email Address to the Clinic Location
Appointment Location Time Zone  Time Zone for location 
Appointment Location Consent Form 1

“Consent form 1” field under Location profile

Appointment Location Consent Form 2 

“Consent form 2” field under Location profile

Appointment Location Team Profile URL

“Team Profile URL” field under Location profile

 

Appointment Location Reactivation Link

“Reactivation Link” field under Location profile

Appointment Location Social Review URL 

 “Social Review URL” field under Location profile

Appointment Location Website Forms URL

“Website forms URL” field under Location profile

 

Resizing your Logo

Open the email content editor and click on the logo image bar

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Under the Dimension menu on the right, you can adjust the Width and Height. 

(Ideal setting is Width: 250px and Height: auto)

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Edit existing Text

Click on the text you would like to edit and your menu options are on the right-side panel.

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Dimension Selections

Padding: This will allow you to edit the Top, Right, Bottom, and Left spacing of the text you have selected. 

Typography: This will allow you to select a Font Style and Font Size

 

Add a new Text Box

Click on the “Text” box from the menu panel on the left and drag it to where you want to add text to your email.

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Edit an Image

Click on the image you would like to update.  

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You can select the trashcan above the image if you want to remove it completely or you can add a new image by adding the new image URL link to the Source (Src) field on the right menu panel.

Add an Image

Click on the “Image” box from the menu panel on the left and drag it to where you want to add a new image box to your email. 

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Click on the new image box and use the right menu panel to add the image URL to the Source (Src) field. You can adjust the size of the image by using the Dimensions and Padding tools. 

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Add Divider 

You can add a Divider to your email format to separate information or break up the image and text within the communications. Click on the “Divider” box from the menu panel on the left and drag it to where you want to add a divider to your email

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Add Spacer

You can add a Spacer section to your email format to separate information or break up the image and text within the communications without a Divider. Click on the “Spacer” box from the menu panel on the left and drag it to where you want to add the Spacer to your email

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Add a Group Social or Social Element 

A Group Social is a combination of 3 social elements linked to one another. A Social Element is just a single social icon. Once added to the email template you can modify the image of the social icon as well as the site that it links to. In order to do so simply paste the URL in the Href of the selected icon:mceclip0.png

Add a Navigation Bar (Navbar)/NavBar Link

You can create a Navigation Bar of various links to direct patients to another website's content or important information about your clinic. Click on the “NavBar” box from the menu panel on the left and drag it to where you want to add the Navigation Bar to your email. Once you create the Bar, then you can add the URL links by selecting “NavBar Link”

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Double click on one "Link" to edit the text

From the right menu, panel add the corresponding URL link in the Hyperlink Reference (Href) field

Follow these steps for all NavBar Links added.

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Add a Link

You can add additional URL links to direct patients to your Clinic's website or other informational websites for them to visit. Click on the “Link” box from the menu panel on the left and drag it to where you want to add a URL link to your email

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Double click to edit the text

From the right menu, panel add the corresponding URL link in the Hyperlink Reference (Href) field

In the Target dropdown, select if you want the URL link to open in “this window” or a “new window”

This window: When patient clicks on the link it redirects them to the URL website link in the current internet browser they are viewing. 

New Window: When the patient clicks on the link it opens a second internet browser window to the URL website. 

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