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How to Set-Up Email Templates

In this section, we’ll guide you through the process of setting up email templates. Follow the steps below to create professional and consistent email messages.

Updated over 2 weeks ago

Steps to Set-Up Email Templates

  1. From the sidebar, click on Settings

    Step 1 screenshot

  2. Under Templates, select Email

    Step 2 screenshot

  3. Click on Create Template

    Step 3 screenshot

  4. Enter a Name for your template

  5. Enter the Subject for your email

  6. Insert variables as needed by clicking on them

    Step 6 screenshot

  7. Add your email content to the template

    Step 7 screenshot

  8. Click Save to complete the setup

    Step 8 screenshot

    Your new email template is now ready to use!

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