Before You Start
How to Save These Templates in CMART™ App
Before using any template in a workflow or campaign, save it to your CMART™ App template library first. This gives you a reusable master copy you can pull into any workflow or campaign without retyping.
1
Navigate to Email Templates
Inside CMART™ App, go to:
PathMarketing → Emails → Templates → + New
2
Choose Blank or Design Template
Select Blank for a plain text style email, or choose a pre-designed layout if you want a branded header. For follow-up sequences, plain text typically converts better — it feels more personal and less like a marketing blast.
3
Paste the Template Content
Copy the subject line and body text from each template below. Paste into the editor. Replace any [placeholder] text with your actual business details. Leave the {{contact.first_name}} variables exactly as shown — CMART™ App fills these in automatically from your CRM.
4
Name and Save
Give each template a clear name matching the template numbers below (e.g. "Solar T01 — Enquiry Acknowledgement"). Click Save. The template is now in your library, ready to be selected inside any workflow Send Email action.
💡 2025 update: When you use a template inside a workflow, CMART™ App creates an independent copy for that workflow step. Edits inside a workflow won't change your saved master template — so your library stays clean.
Section 2
Your 10 Templates — At a Glance
All 10 templates are organised by stage of the client journey. Click any card to jump straight to that template.
T01
Enquiry Acknowledgement
When: Immediately after form submit
Instant
T02
Site Assessment Confirmation
When: After booking a site visit
On booking
T03
Quote Follow-Up
When: 2 days after sending a quote
Day 2
T04
Quote Expiry Reminder
When: 1 day before quote expires
Day before
T05
Installation Confirmation
When: Job is confirmed and booked
On confirm
T06
Installation Day Reminder
When: Day before installation
Day before
T07
Post-Installation Check-In
When: 3 days after installation
Day 3
T08
Google Review Request
When: 7 days after installation
Day 7
T09
Referral Request
When: 30 days after installation
Day 30
T10
Re-engagement (Cold Lead)
When: Lead went quiet after quote
Manual send
Section 3 · The Templates
All 10 Email Templates
Each template includes a subject line and body copy. Replace every [bracket] item with your own details. Leave {{variables}} exactly as shown.
T01 · Enquiry Stage
Enquiry Acknowledgement
Send: Immediately after opt-in or contact form submission
SubjectWe received your solar enquiry, {{contact.first_name}} ☀️
Hi {{contact.first_name}},
Thank you for reaching out to [Business Name]. We've received your enquiry and one of our team will be in touch within 24 hours.
In the meantime, if you have any urgent questions, feel free to reply to this email directly.
We look forward to helping you explore solar for your [home / business].
Warm regards,
[Your Name]
[Business Name]
[Phone Number] | [Website]
T02 · Assessment Stage
Site Assessment Confirmation
Send: Immediately after a site assessment is booked
SubjectYour site assessment is confirmed, {{contact.first_name}}
Hi {{contact.first_name}},
Great news — your free solar site assessment is confirmed. Here are your details:
📅 Date: [Date]
⏰ Time: [Time]
📍 Address: {{contact.address1}}
What to expect:
Our assessor will evaluate your roof orientation, shading, and current electricity usage to give you an accurate system recommendation and savings estimate. The visit takes approximately 30–45 minutes.
If you need to reschedule, please reply to this email or call us at [Phone Number].
See you soon,
[Your Name]
[Business Name]
T03 · Quote Stage
Quote Follow-Up
Send: 2 days after sending a quote
SubjectChecking in on your solar quote, {{contact.first_name}}
Hi {{contact.first_name}},
I wanted to follow up on the solar proposal we sent through. Have you had a chance to review it?
If you have any questions about the system size, pricing, or the installation process, I'm happy to chat through it — no pressure at all.
A few things worth knowing as you make your decision:
✅ Our installations come with a [X]-year workmanship warranty
✅ Panels carry a [X]-year manufacturer's performance guarantee
✅ Most residential systems pay themselves off within [X–X] years
When you're ready to move forward, simply reply to this email or give us a call at [Phone Number].
Warm regards,
[Your Name]
[Business Name]
T04 · Quote Stage
Quote Expiry Reminder
Send: 1 day before the quote expires
SubjectYour solar quote expires tomorrow, {{contact.first_name}}
Hi {{contact.first_name}},
Just a quick heads-up — your solar quote is valid until [Expiry Date], which is tomorrow.
After this date, prices may change due to equipment costs and installation availability.
If you'd like to proceed, or simply need more time to decide, please reply to this email and we'll do our best to accommodate you.
No obligation — we just want to make sure you don't miss out.
Kind regards,
[Your Name]
[Business Name]
[Phone Number]
T05 · Installation Stage
Installation Confirmation
Send: When the job is confirmed and installation date is set
SubjectYour solar installation is confirmed, {{contact.first_name}} 🎉
Hi {{contact.first_name}},
Exciting news — your solar installation is officially booked!
📅 Installation Date: [Date]
⏰ Expected Start Time: [Time]
📍 Property: {{contact.address1}}
What to prepare:
• Please ensure safe roof and electrical DB board access on the day
• Someone over 18 must be present during the installation
• The process typically takes [X–X] hours
We'll send a reminder the day before. In the meantime, don't hesitate to contact us with any questions.
We're looking forward to getting you powered up! ☀️
Warm regards,
[Your Name]
[Business Name]
[Phone Number]
T06 · Installation Stage
Installation Day Reminder
Send: The day before installation
SubjectYour solar installation is tomorrow, {{contact.first_name}} ☀️
Hi {{contact.first_name}},
Just a quick reminder — your solar installation is scheduled for tomorrow, [Date], starting at approximately [Time].
Quick checklist for tomorrow:
✅ Someone over 18 present for the full installation
✅ Access to DB board / electrical panel
✅ Roof access is clear and safe
✅ Dogs or pets secured away from the work area
Our team will arrive at [Time]. If anything changes on your end, please contact us as soon as possible on [Phone Number].
We'll see you tomorrow!
[Your Name]
[Business Name]
T07 · Post-Installation
Post-Installation Check-In
Send: 3 days after installation is complete
SubjectHow's your solar system performing, {{contact.first_name}}?
Hi {{contact.first_name}},
It's been a few days since your solar installation — we hope everything is running smoothly!
A few things to check:
• Your inverter display should show generation numbers during daylight hours
• Check that your monitoring app (if applicable) is connected and showing live data
• Your electricity bill should start reflecting savings from next month's cycle
If anything looks unusual or you have questions about your system, simply reply to this email or call us on [Phone Number].
We're always happy to help.
Warm regards,
[Your Name]
[Business Name]
T08 · Post-Installation
Google Review Request
Send: 7 days after installation
SubjectCould you spare 2 minutes, {{contact.first_name}}?
Hi {{contact.first_name}},
We hope you're enjoying your new solar system and starting to see the savings come through!
We'd really appreciate it if you could take 2 minutes to leave us a Google review. Reviews help other homeowners and businesses in [your area] find trusted solar contractors — and they mean the world to a small business like ours.
👉 [Your Google Review Link]
Even a few words about your experience makes a huge difference. Thank you so much in advance.
Warm regards,
[Your Name]
[Business Name]
T09 · Referral Stage
Referral Request
Send: 30 days after installation
SubjectKnow anyone else who could benefit from solar, {{contact.first_name}}?
Hi {{contact.first_name}},
It's been about a month since your installation — we hope you're loving the savings on your electricity bill!
We wanted to reach out because our best clients often come from referrals. If you know anyone — a neighbour, colleague, or family member — who is thinking about solar, we'd love to help them too.
As a thank you, we offer [describe your referral incentive — e.g. a R500 cash-back, a free maintenance visit, etc.] for every successful referral.
Simply reply to this email with their contact details, or ask them to mention your name when they reach out to us.
Thank you for trusting us with your home. We truly appreciate your support.
Warm regards,
[Your Name]
[Business Name]
[Phone Number]
T10 · Re-engagement
Re-engagement (Cold Lead)
Send: When a lead went quiet after receiving a quote
SubjectStill thinking about solar, {{contact.first_name}}?
Hi {{contact.first_name}},
I noticed we haven't connected in a while, and I just wanted to check in — no pressure at all.
Solar decisions take time, and we completely understand that. If anything has changed — your budget, your timeline, or your questions — we're still here and happy to help.
A few things that may be worth knowing:
• Electricity tariffs in South Africa increase every year — the sooner you go solar, the sooner you lock in savings
• Load shedding hasn't gone away — a hybrid solar system means you're protected regardless of the grid
• Our installation slots are limited — securing your date early avoids waiting
If you'd like to revisit your quote or have a quick chat, simply reply to this email or call us on [Phone Number].
We'd love to help you make the switch.
Warm regards,
[Your Name]
[Business Name]
Section 4 · Your Action Steps
Your Implementation Checklist
Work through these before moving to the next resource.
0 of 6 completed
- I've navigated to Marketing → Emails → Templates in CMART™ App
- I've saved at least T01, T03, and T08 as templates in my library
- I've replaced all [bracket] placeholders with my actual business details
- I've added T01 to my Lead Follow-Up workflow from Resource #004
- I've sent a test email from at least one template to check formatting
- I've saved all 10 templates and named them clearly in my library