How to manage your Chase-it templates

When you get started on the platform, Know-it will provide you with ready-to-go templates for your chasers, but you can create your own or edit them. 

1. How to create a new template

  • Go to Chase-it > Templates > Create new +

You’ll then be able to give a name to your template and choose a Default Template to use as a model.

  • You can then edit the existing model and modify the text. You can also add shortcut tags to your email.

💡 What is a shortcut tag? A shortcut tag will go retrieve specific information from your customer’s details or invoices to automatically populate your templates.

  • Once you are done, you can save your template by clicking on Save template at the top right-hand corner.
  • You will then be able to see your custom templates as they are highlighted with a star, you can also edit or delete them.

2. How to edit a template

  • You can edit your custom template via Chase-it > Templates

💡 You can spot your custom templates as they are highlighted with a star

  • You can then click on Edit.
  • There, you’ll be able to modify the text. You’ll also have the ability to add shortcut tags to your email.

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