How Can I Create an Email Template?

Creating email templates can be very helpful to speed up the process of sending out emails or replicating Email Workflows.

You could even save your signature as a template so you can pull up your signature when starting a new email and have your signature already present. 

Creating email templates can be done in two areas of the tool:

• From an email workflow editor
• From a one-off message editor
  
  

Please note: Using a template will override ALL current text on the edit box and you cannot undo the action. Please use templates at the very beginning of creating a message, otherwise all your other work will be lost.

Instructions for creating an email template:

While you are in an Email workflow or a one off message writing your email, you can access the Message templates drop down to save your current email as a template. 

1. Select message templates
2. Type in the name of the template you want to save
3. Select the green check mark to save

Note: If you would like to make this email template Private (only view-able in your login not any of your teammates if you have any) un-check the Share option (blue box)

From within an email workflow: 

For more info on setting up Email Workflows see article here.

From within a one-off email from the list view:

 

For more info on sending one-off emails see article here.