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Custom Email Templates

Custom Email Templates allows you to be able to create custom emails which can be used as a template when sending emails or notifications.

Email Templates

1. From the dashboard, click Home or the house icon on the left.

2. Click Settings.

3. Click Email Templates, in the Communication section.

4. This will display a list of existing email templates with a few options:

  • Make Default - This sets the email template as your personal default email template when creating an email.
  • Edit - Lets you modify the email template.
  • Copy - Creates a duplicate of the email template.
  • Preview - Previews the email template, to see it's content.
  • Delete - Removes the email template.

Creating an Email Template

1. From the Email Templates list, click on the Add New Template button.

2. It will ask for a few fields:

  • Name - The name of the email template.
  • Subject - The subject of the email template.
  • Insert Mail Merge Fields - This allows you to enter merge fields into the email template.
  • HTML - The HTML content of the email.
  • Text - The text only content of the email. This is useful to write content in plain text for people who do not use HTML accepted emails.
  • Generate text version - This allows you to generate a text only version of the HTML content of the email, overwriting the current Text version of the email.

3. Click Save when done.

Choose files or drag and drop files
  1. David H.

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