How to create an email template

  1. Navigate to Mailing > Send Email in the menu.

  2. Click Create.

  3. Fill out the form:

  • Set Caption — type the template name that will be displayed in the template drop-down list.

  • Set a Subject — type the email subject, applied to all emails based on this template or to a single one-time email.

  • Set a Description — type the internal email description, which will not be seen by recipients.

  • Select a Platform.

  • HTML text is a body of the email. You can preview the email by clicking Refresh preview. Plain text is also supported.

  1. Click Save to create the template.

You can also create a template based on any email. To do this, follow the steps described in How to send an email, then click Save as template.