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Creating a new email template

Templates can be created while writing emails or managing your template library.

New email templates can be created from a few places:

1. From the email composer
2. From Settings > Email Template

From the email composer

The composer appears when selecting to email a contact. After writing an email, you may want to save it as a template for later use. Simply click "Save as New Template" found at the bottom left of the composer window.

saveasnewtemplate

Clicking "Save as New Template" will give you options to:

  • Name your template to help you quickly find it later
  • Share the template with others

When done, click "Save". Your new email template will now appear in your list of email templates.

From Settings > Email Templates

Click your user icon at the top right and then click "Settings". In the left navigation, click "Email Templates".

From this page you can manage existing templates and create new ones.

To create a new template, click the "Create template" button on the top right. A compose window will appear. From this window you can set the:

  • Template name - A short name to help you quickly find this email template later
  • Subject - The email subject a email recipient will see
  • Body content - The content an email recipient will see

When your template is complete, click "Save Template".