How to create an email template

To create an email template:

1. Navigate to Mailing > Send Email.

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 the email body. 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.