Welcome back! In this guide, we're diving into communications and templates in SAM. SAM organizes your emails, case notes, phone conversations, and more in one place to save you time and frustration.
Open SAM and enter a communication along with us!
Communications
This is where the story lives. Log case notes. Track emails and conversations. Keep everything connected to the right record. Communications are available on every record in SAM — and it’s one of the sections your team will use most.
Learn more about Communications here >
Templates are powerful tools.
Use templates to send personalized emails to clients, partners, or your team — such as progress updates, reminders, or notifications when forms are complete.
You can also use templates to generate printable documents, like face sheets, applications, or home study drafts, pulling information directly from a client’s record.
We’ve included a few guides with more details on Templates. Review them anytime for deeper learning.
Level Up Your Case Notes & Messaging 🚀
Ready to make SAM even more powerful? Start by syncing your team’s email accounts. When SAM is connected to your email provider, your team can:
Send email templates directly from SAM
Trigger Auto Actions that send notifications automatically
Keep communication tied to the right records
Step 1: Authenticate Your Email
Each user will quickly connect their email account to SAM. It only takes a few minutes per person. See our Email Authentication guide for Google Workspace or Microsoft 365
Take It Further
Once connected, you can enable Email Importing to automatically pull emails between your team and clients into SAM — no more copying and pasting. This feature alone can save hours every week.
SAM Leads can manage email from the Email Settings Hub, where they can view user authentication, email-related reports, and settings in one place.
Set it up now, and let SAM start working on your behalf.
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