Click the + New Template button at the top of the Email Templates page. An empty editor opens. Fill in the following fields:
Template Name — A label for internal reference
Sending Email — Which connected email to send from
Subject — The email subject line
Body — The email body content
Use the Variables Sidebar to insert dynamic data (e.g., load origin, destination, rate). Click Save when done. The new template will appear in the list.
Note: After saving a new template or editing an existing one, you must refresh the Numeo page and DAT for the changes to apply globally across the platform.
Templates are available in Load Hub, Numeo Spot, and AI Hub.
