How to add in my own email template

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You can create and save your own email templates in the email composer and reuse them anytime for bulk emailing.

Steps to create an email template

  1. Go to the Email Composer page by clicking Send Email. You will need to select a record first before clicking on Send Email.
Steps to create an email template
  1. Click Choose Template.
Steps to create an email template
  1. Then, click Create Template.
Steps to create an email template
  1. Create your email template. You may add in variables such as contact name as well as inserting images.
Steps to create an email template
  1. Once completed, click Save to store the template.
Steps to create an email template

Your saved templates will appear under Your Templates and can be applied anytime when sending emails.

Your saved templates will appear under Your Templates and can be applied anytime when sending emails.