Email Templates

How to Create and Use Email Templates

Introduction

Email templates help streamline your communication, ensuring consistency and efficiency. This guide will walk you through creating and using email templates effectively.

Steps to Create an Email Template

• Click on your profile icon on the top right

• Select the "My Profile"

• Click on "Email Templpates"

• Click the "New Template" button to create a new email template.

Fill in the Required Details

• Template Name: Enter a descriptive name for your template.

• Template Type: Choose the type of email template (e.g., Outreach, Follow-up, Reminder).

• Email Subject: Add the subject line for your email.

• Email Message: Draft the content of your email, including any placeholders if needed.

 Toggle Visibility

• Set the template’s visibility based on your preference:

Save the Template

• Click “Save” to finalize and store your email template.
  

Using Your Email Template

• When composing an email, select “Email Templates.”

• Choose your saved template from the list.

• Make any necessary modifications before sending.
  
  
  

Conclusion

By using email templates, you can save time and maintain consistency in your messaging. Start creating templates today to enhance your communication efficiency!