How to send Discussion Email Templates

As elaborated on here, Discussion Email Templates are a tool you can leverage in Tripleseat to save time and standardize frequently utilized email verbiage. Rather than typing out an elaborate email for each time an event goes Definite for instance, you can apply an Email Template, tweak it if desired, and send it out to your guest in a fraction of the time.

To send a Discussion Email Template to a guest, you should:

1. Go to the Lead, Event, or Booking where you wish to send your email.
2. Go to the Discussions tab.
3. Click Guest General Discussion > Use Email Editor.
4. Confirm the Recipients and click Next.
5. Select a template from the dropdown.
   
   a) Use the General Templates dropdown to select from any group-wide templates configured in Settings > Discussion Email Templates.
   
   b) Use the My Templates dropdown to send any personal Email Template that you have created in My Profile.
6. You may attach files, or further customize your message. When ready, click Send.
   
   

That will send to the guest and live on the Discussions tab of the Lead, Event, or Booking in question.

When you convert a Lead into an Event or Booking, all lead discussions up until that point will transfer onto the Discussions tab of the Event or Booking that gets created. This ensures the entire conversation history lives in one place and you can easily reference past communication.

Pro Tip: When not using the Email Editor, you will see a Templates dropdown in the general comment box. This dropdown will show you Content Templates, not Email Discussion Templates. You should not use Content Templates in an email because the Merge fields will not work properly for discussions. To use Email Templates, always be sure to click "Use Email Editor."