Create Email Templates (Utilities)

Creating Email Templates

Create, manage, and edit Email Templates to save time and ensure all the proper information is provided.

• Adding attachments to Email Templates
• Viewing and Sharing Email Templates
• Email merge fields

1. Click on Account & Settings
2. Click on Utilities
3. Click on the Email Template Editor tile
4. Click on the Create New button
   
   
5. Enter information into the following fields
   1. Title: Enter a title for the Email Template
   2. Subject: Enter a Subject for the Email
   3. Notes/Body: Enter information, notes, and more
   4. Attachments: Add attachments
      Adding attachments to Email Templates
6. Click on the Create button

201 Webinar

2 Minute Use Case: Email Templates

Feature Spotlight: Sharing Email Templates