Drafting multiple emails with similar content can be time-consuming and repetitive. To address this challenge, utilising pre-designed templates can significantly streamline your email workflow.

In this article you'll learn how to create your own Email Templates.

First you'd need to head over to settings in the top right of the blue banner.

Scroll down to Email Templates and hit +Create Template.

In the New Template pop-up window you can now go ahead and create the email template. You can use the icons below the text box to format your email such as fonts and size, as well as add in HTML code, links, images, attachments and variables.

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Before you hit Save, you can Send a Test Email or open a Preview.

Before we conclude, please note Email Templates are visible for all users in your account, so everyone can access them easily from their settings.

Reach out to your CSM if you have any questions via email or through the in app chat service.