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.

4

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.