How to create an E-mail template

  1. Go to settings | E-mail settings | Templates email template icon
  2. Click on the blue plus icon to create a new email template add new button
  3. Select the template category
  4. Give the template a meaningful name
  5. Enter an E-mail subject
  6. Enter the E-mail body

Note: You can add pictures, video clips, tables and imbedded links in the E-mail body email template

Note: You have the ability to insert placeholders into the E-mail subject and E-mail body. Click where you would like to insert your placeholder and then select the insert placeholder icon. You will then be able to select the placeholders that you would like to add to your template. email placeholder

How to create an E-mail template video tutorial youtube icon