How to create an E-mail template
- Go to settings | E-mail settings | Templates
- Click on the blue plus icon to create a new email template
- Select the template category
- Give the template a meaningful name
- Enter an E-mail subject
- Enter the E-mail body Note: You can add pictures, video clips, tables and imbedded links in the E-mail body 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.