If you send the same type of email regularly, such as a welcome message to new guests or a next steps list to potential members, create an email template. Once you've created an email template, apply it to an email to save time!
Organization administrators or managers in People can create or edit email templates. To access email templates, select the gear icon in the top right corner of the People page and select Manage email templates.
Tip
You can also access email templates from the Templates dropdown when writing an email to an individual.
Select New Template to create a template or choose an existing template to make changes to it.
Notice
To delete a template, select it from the list and then choose Delete.
Enter the subject and body of the email, and use the formatting tools to style your text or insert hyperlinks.
Tip
Use the {{ }} brackets as placeholders that change the sender and recipient's name automatically!
Once you've crafted the email, select Save to return to the list of other email templates.
In addition to managers and organization administrators, viewers and editors can use email templates when emailing an individual or if they have permission to email lists.