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How to view the list of email templates

Casper Paulsen avatar
Written by Casper Paulsen
Updated this week

To find and manage email templates in the system, follow these steps:

Navigate to the email template list

  1. Go to Dashboard.

  2. Find the Settings section

  3. Click on Email Templates to see an overview of all created email templates.

Features in the email template list

Search

Use the search box at the top of the page to find specific email templates based on name, type, or creation date.

Columns

  • Name: Displays the title of the email template

  • Subject line: Displays the subject of the email being sent.

  • Type: Categorizes the email template (e.g. Welcome Email, Confirmation).

  • Creation Date and Time: Shows when the email template was created.

Page Display

You can adjust the number of displayed rows per page (e.g. 10, 25, 50) by using the drop-down menu at the bottom of the list.

If the list is empty

If no email templates are displayed, it means that no templates have been created yet. Follow the instructions under "Create new email template" to create a new template.

Email template examples

Here are some of the most commonly used email templates in the system:

  • Welcome email

  • Ticket confirmation

  • Reference

  • I hold

  • Drop In

  • Missing payment

  • Termination

Have questions?

If you need help finding, creating, or managing email templates, you are always welcome to contact us.

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