You can now create custom email templates in Trail 🎉 You can use this in tandem with your Custom Trail Automations.
They are found within your Personal Settings under Email Templates:
There are now three unique tabs to help differentiate between System Templates, email templates Shared With You, and Your Templates 👍
System Templates
These templates are all of Trail's defaults and can be reset at any point. You can modify these templates to best suit you or, with business admin enabled, set your specific system template as the Organisation Default.
Shared With You
These are all of the custom created templates that have been shared with your across either your Team or Organisation. You cannot edit these directly, only the template owner may make changes.
Your Templates
This section contains all of the email templates you have created. You can share these with your team or organisation, but only you will be able to edit them.
Creating an Email Template
To create a brand new email template, click this button on your Email Template page:
After clicking Create New Email Template, you can start working on a blank template. You can edit the name of the template, it's description, and the subject line of the template, seen here:
After you've set all that up how you like, you can edit the full body of the template. You can use a variety of formatting options, insert images, and use merge tags!
Remember to click Save when you're finished with the template 👍
Editing Your Email Templates
Have you realised that you've accidentally misspelled something? You can edit any email templates you've created by clicking into it from Your Templates:
Sharing Your Email Templates
To share an email template, click the dropdown from your email template at the top right:
From here, you can share this template with your Team or your Organisation, to then be used in Trail's custom Automations 👍