Purpose: Creating an email template in advance streamlines your communication process, allowing for email customization across the system and saving valuable time by eliminating the need to type emails from scratch every time. Utilising pre-configured templates also ensures consistency in branding and formatting across all your emails.
View templates
➡️ Profile icon > Settings > Communications > Email templates > View
Add new template
Email templates allow for customization and optimization of email communications. You can configure various templates by mentioning subject, message content, and formatting options to tailor emails to specific needs.
➡️ Profile icon > Settings > Communications > Email templates > View > Add new email template > Complete side panel > Save
- Folder: The folder in which email template needs to be saved
- Name: Email template name.
- Subject: Short description about the email's intent.
- Message: Compose the body of the email, using tagging as required
- Formatting bar: Utilise formatting options to customize the content
- Cancel/Save
Edit a template
➡️ Locate the template > Edit > Update side panel > Save
Delete a template
➡️ Locate the template > Delete > Type "Delete" > Delete
Archive a template
➡️ Locate the template > Archive > Type "Archive " > Archive
Email templates cannot be deleted once assigned to any communications, they must be archived instead.
Add new folder
You have the flexibility to create as many folders as you require, and within each folder, you can further organise your email templates by creating up to 5 subfolders. Click "Add new folder" on the left side panel to create a folder or subfolder.
Edit folder
➡️ Locate the folder > Change the folder name > Save
Delete folder
➡️ Locate the folder > Delete > Type Delete > Delete
If there are any active or archived templates within the folder, they cannot be deleted.
Organizing folders and templates
Drag and drop your email templates and folders to keep everything organized. To move multiple templates or folders at one time, check the box next to the template name before dragging.