Create Email Template

In this article, learn how to create an email template.

APPLIES TO: Admins

Last updated: October 1, 2024

Email templates allow you to streamline communication, maintain professionalism, and ensure accuracy across repetitive tasks or processes.

Create Email Template

  • Hover over the navigation panel on the left hand side, click Marketing
  • To create a new email template, click Create Template

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  • Input the subject and body content of the email template and once you are finished click Create
    • Note: You are able to click Preview to review what the email will looking like before clicking Create

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  • Note: Once an email template is created you can always edit it or delete it later on if need be