How to create Email templates

Writing similiar emails over and over? Save time by creating some templates instead!

Jennifer Meidell avatar
Written by Jennifer Meidell
Updated over a week ago

Creating email templates is a great way of saving time. Here's how to create your own ones and how to use them!

Step 1. Add new template in settings

Email templates is created in Settings at the bottom of the menu. In Settings, select "Users" in the left menu and then "Mail Templates".

Click "+ ADD NEW" in the top right to create your template.

Step 2. Use your template

Click the + at the top of the page and select "Email". Choose the contact/customer you want as recipients. Then choose your template on the right hand side.
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Step 3. Send your email

When you're done, click send! ๐Ÿ“จ
โ€‹The email will be saved in the customers account.
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๐Ÿ“ŒWorks the same way in Cirrus 1 and Cirrus 2

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