Create Email Template

In this article, learn how to create an email template.

APPLIES TO: Admins

Last updated: September 30, 2024

Email templates allow you to streamline communication, maintain professionalism, and ensure accuracy across repetitive tasks or processes.

Create Email Template

  • Hover over the navigation panel on the left hand side, click Marketing
  • To create a new email template, click Create Template
    2024-09-30_10-10-06
  • Input the subject and body content of the email template and once you are finished click Create
    • Note: You are able to click Preview to review what the email will looking like before clicking Create

2024-09-30_10-29-11

  • Note: Once an email template is created you can always edit it or delete it later on if need be