Save time by creating email templates instead of typing the same email repeatedly. Use Email Templates to group attachments and links together (such as terms and conditions or cancellation policies), which can then be emailed to clients directly from Tres.
The email templates created by your agency are found in Settings under the Email Templates menu. Clicking on any line item will open it and allow you to view or edit the action items. Delete multiple action plans by checking the box next to the records you wish to delete and then clicking the Delete button. Learn more about deleting multiple records.
Customize your columns by dragging and dropping the column headers.
Export or import a list of email templates as a .json file with the Export and Import buttons. This allows users to share email templates between Tres domains. See Exporting and Importing .json Files in Tres.
Create an Email Template
Click +Add Email Template to enter a new email template.
Enter the name and set the status to Active.
Toggle the desired visibility to Private or Public. Private templates are only available to the user who created them.
Enter optional additional information.
Click + Add Attachment/Link. This will open up a pop up. To add attachments, simply drag and drop or browse for the file on your computer. Only one attachment can be uploaded at a time. Click Submit.
To add a link, enter the url and a description in the appropriate fields and then click Submit.
To view a saved attachment or link, click on the appropriate button in the Action column. Attachments will be downloaded to your device.
Enter an email Subject and email body text in the appropriate fields. These will be set as the default subject and body when emailing the template from a trip. Use the formatting toolbar to format text in the body of your email.
Note: If you have set up an email signature in your user profile, do not include your signature in the body of your email template. Your signature will auto populate in the email popups in the program.
Restrict the use of the email template to a certain area of Tres by selecting an option from the Select Area dropdown menu. Options are Blank, Client, Traveler, and Trip. Only one area can be selected per email template, and selecting Blank will enable users to use the email template in all areas of the program.
The Insert Merge Field menu will activate when Client, Traveler, or Trip is selected from the Select Area dropdown menu. Selecting Blank will deactivate the field.
Select an option to insert a merge field into the email body that will auto populate data from the corresponding field in Tres such as Client Name, Primary Traveler First Name, and Trip Start Date. Merge field data will populate in the sent email.
When all attachments have been added and a default email created, click Save Email Template.
Traveler Insert Merge Fields
| Insert Field | How it appears |
| Traveler First Name | Robert |
| Traveler Last Name | Smith |
| Traveler Salutation | Bob |
| Birthday | March 1st |
Client Insert Merge Fields
| Insert Field | How it appears |
| Client Name | Smith/Bob |
| Client Anniversary | May 15th |
| Client Informal Salutation | Bob and Mary |
| Client Formal Salutation | Mr. and Mrs. Bob Smith |
| New Traveler Form Link | *unique to each client* |
| Primary Traveler First Name | Robert |
| Primary Traveler Last Name | Smith |
Trip Insert Merge Fields
| Insert Field | How it appears |
| Trip Name | Cancun Anniversary May 2025 |
| Trip Start Date | June 1st, 2025 |
| Trip End Date | June 10th, 2025 |
| Trip Client Name | Smith/Bob |
| Trip Destination | Cancun |
| Earliest Final Payment Date | April 3rd, 2025 |
| Trip Target Travel Date | June 1st, 2025 |
| Earliest Deposit Date | January 16th, 2025 |
| Primary Traveler First Name | Robert |
| Primary Traveler Last Name | Smith |