Add New Email Template

Note: Templates you create at the Enterprise level will also be available to administrators in your accounts however, the templates cannot be edited at the account level. 

About this feature: Email Templates can be written and saved to expedite the communication of frequently sent messages. 

  1. Go to Communicate, then click on “Email Templates” found in the sidebar under Email 
  1. Click the [+] button in the “Template” header (or click the [+ New Email Template] button at the bottom of the page). 
  1. Enter a Template name (maximum 200 characters): Only visible to admins, will not be seen by email recipients. 
  1. Optional: Enter a Description. Only visible to admins, will not be seen by email recipients. 
  1. Module: Select which administrators can use the Template.  
  1. Enter the email Subject (maximum 200 characters) 

Tip: Click [+FN] or [+LN] to automatically include the first or last name of the recipient in the subject line. 

  1. Enter the Body of the message (text only). This content can be edited when sending an email message. 
  1. Optional: Add Attachments from the Document Library. The combined size of the message plus any attachments cannot exceed 10MB. 
    • Only the Document Library files associated with the Module you have selected for this template will be displayed. 

Note: If the attachment you want to use has not yet been added to the Document Library, you can add it from here by clicking the [+ Create New Document] button below the list of existing files. When adding a new file in this context, the module for the file will be automatically selected to match the one that is selected on the email template.

  1. Click the [Save] button 
Updated on October 18, 2021

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