Creating email templates improves communication efficiency, allowing for customisation and consistency across your system when emails are sent, both manually and automatically.
View setting
➡️ Click the profile icon > Click Settings > Select Communications from the list > Click View on Email templates
You can also use the search bar on the settings page to find the one you need!
Add New Template
➡️ Click Add new email template
Complete the side panel
Folder: Choose the folder where the email template will be saved.
Name: Provide a name for the email template, used internally.
Subject: Write a short description of the email's intent.
Message: Compose the body of the email
Click Save to create the template.
Formatting bar: Use the formatting options to customise the email content.
Tagging: Press [ to start typing a tag, the list of tags available will be displayed. You can use tags in the subject and email body!
Check out the Tagging guide for help finding the tags you need!
Managing templates
Edit a Template
➡️ Edit > Update Email Template > Save
Delete a Template
➡️ Delete > Type "Delete" > Delete
Archive a Template
➡️ Delete > Type "Archive" > Archive
Email templates cannot be deleted once assigned to any automatic communications. They must be archived or unassigned from all settings.
Organising your templates
Add new folder
➡️ Click Add new folder > Type name > Save
Each folder can contain up to 5 sub-folders.
Edit a Folder
➡️Edit > Amend > Save
Delete a Folder
➡️ Delete > Type "Delete" > Delete
Folders containing active or archived templates cannot be deleted.
Drag and Drop: Rearrange templates and folders by dragging and dropping them into the desired location.
Bulk Move: Check the boxes next to multiple templates or folders to move them together.