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Manage email templates

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!

Important

Organization administrators and managers have full access to use, create, and manage email templates. Viewers and editors can use email templates when emailing an individual or if they have permission to email lists.

Create a new template

  1. Select People in the top navigation.

  2. Select the ⚙️ gear icon in the top right corner.

  3. Select Manage email templates from the dropdown.

  4. In the popup, select New template at the bottom right.

  5. Enter the subject and body of the email and use the formatting tools to style your text or insert hyperlinks. Use the {{ }} brackets as placeholders that change the sender and recipient's name automatically.

    edit_email_templates.png
  6. Once you've crafted the email, select Save to return to the list of other email templates.

Tip

You can also access email templates from the Templates dropdown when writing an email to an individual. Choose a template to send or select Manage templates to create or edit a template.

Edit a template

  1. Select People in the top navigation.

  2. Select the ⚙️ gear icon in the top right corner.

  3. Select Manage email templates from the dropdown.

  4. In the popup, select the template that you want to edit.

    modal_templates.png
  5. Once you've made changes to the email, select Save.

Delete a template

  1. Select People in the top navigation.

  2. Select the ⚙️ gear icon in the top right corner.

  3. Select Manage email templates from the dropdown.

  4. In the popup, select the template that you want to delete.

  5. Select Delete in the bottom left.

    delete_email_template_arrow.png

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