You can add as many email templates as you would like for the many processes within your business. Select Tools > Configure > Email Templates.
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Select “New” at bottom right of screen prior to any other selections. See the highlighted fields for additional criteria options you may add to template.
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2. Type email verbiage and make any customized adjustments by selecting from dropdown menus. If you would like others to access template, mark as public and click save.
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Info
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To get started with email templates, follow these easy steps:
Access the Email Templates Section:
Click on the "Tools" menu in the top navigation bar.
Choose "Configure" from the dropdown menu.
Click on "Email Templates" to access the email template manager.
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Creating a New Email Template:
To add a new email template, click on the "New" button located at the bottom right corner of the screen.
Before making any other selections, fill in the necessary details and customize the template according to your requirements. You'll find additional criteria options that can enhance the template's functionality.
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Compose and Customize Your Email:
Type the email content verbiage directly into the template.
Customize the template further by selecting options from the available dropdown menus.
If you want other users to access and use the template, mark it as "public" and click "Save."
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Editing an Existing Template:
If you need to edit simply select existing template from the "Configured Templates" dropdown menu, make changes and Save.
If you’d like to duplicate and change to create a New Template, select the Existing Template, then click “New from Selected”, make the desired changes and save it with a new template name.
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