How to Create an Email Template That Sends a Copy of a Signed Waiver to the Client and Your Business

This guide will walk you through how to create an email template in your CRM that includes the full waiver text and a signature image, allowing a copy to be sent to both your business and the client once a waiver is signed.

Step 1: Ensure Your Waiver Form is Set Up

1. Go to the Funnels tab in your CRM.

2. Locate the waiver you want to use (e.g., Grooming Policy and Procedure or No-Show Policy).

3. Open the funnel and enter Edit mode.

4. Ensure that the signature form (e.g., Agreement Policy and Procedure Signature) is connected correctly within the waiver.

5. Publish the funnel to make sure any updates are live.

? Note: The signature form operates independently from the rest of the waiver text. When a form submission is used to trigger automation, it only captures data from the form itself—not the text of the waiver.

Step 2: Create or Clone an Email Template

1. Navigate to the Marketing tab > Emails > Templates.

2. If a similar waiver email template already exists, it can be cloned to maintain formatting consistency (e.g., logo, layout, colours).

3. Rename the cloned template to reflect the specific waiver (e.g., Grooming Policy and Procedure Email).

Step 3: Copy the Waiver Text into the Email Template

1. Go back to the funnel containing your waiver.

2. Highlight the entire text section (use Ctrl + A then Ctrl + C).

3. Return to your email template.

4. In the main text box, select all existing content (Ctrl + A) and paste in the new waiver text (Ctrl + V).

5. Review the formatting to ensure everything displays as expected. Make any necessary edits.

? Custom variables such as today's date can be inserted using CRM tags (e.g., {{ custom_date_variable }}).

Step 4: Insert the Signature Image

To include the signed image from the form submission:

1. In the email editor, click the tag icon to access Custom Fields.

2. Select Contact, then locate the custom field used for the signature (e.g., Grooming Policy and Procedure Signature).

3. Insert this field where the signature image should appear in the email.

   • This will be a dynamic image URL that displays the signature tied to each submission.

? If you don’t see the custom field right away, refresh your CRM. The field may not appear until after the form has been submitted at least once.

Step 5: Save the Template

Once everything looks correct—text, formatting, custom fields, and signature image—save the template.

What’s Next?

The final step is to set up an automation that sends this email to both the client and your business when the waiver is submitted. This will be covered in the next guide.