Custom Email Templates allow you to create customized messages as templates. These pre-designed message templates can be applied to outgoing emails or notifications.
Email Templates
- From the dashboard, click Home or the house icon on the left.
- Click Settings.
- Click Email Templates, in the Communication section.
- 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 its content.
- Delete - Removes the email template.
Creating an Email Template
- From the Email Templates list, click on the Add New Template button.
- You will be asked to fill in the following 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, click here to learn more.
- HTML - The content of the email.
- Text - The text only content of the email. When plain text is populated, email clients with HTML disabled will still display the text version.
- 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.
- Click Save when done.