Email Templates

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If you send the same type of email multiple times, save yourself some effort and create an email template. Once you've created an email template, apply it to an email to save time!

Only Managers can create or access Email Templates.

When you send an email from a person's profile or a list, you can select the dropdown to choose a template from the list or select Manage Templates to view all created templates.

Select a template to edit it or select New Template to create one.

Enter the subject and body of the email using the formatting tools.

Use the {{ }} brackets as placeholders that change the name of the sender and recipient automatically!

Once you've crafted the email, select Save to be taken back to the list of other email templates.

To delete a template, select the template from the list then choose Delete.

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