Email Templates

Created on:
Updated on:

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!

From a person's profile, click the email address to open the email editor.


You can also access the Email Templates from the email button on a list.

A Manager or Organization Administrator can click the dropdown to choose a template from the list or select Manage Templates to view all created templates and make new ones.


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


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


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, click Save to be taken back to the list of other email templates. Anyone with access to email people can use the email templates.

Was this article helpful?
5 out of 13 found this helpful