Creating Email Templates

Modified on Wed, 22 Feb 2023 at 08:46 PM

You can create templates in the platform to make email messaging more efficient. You can create as many templates as you would like.

To create templates visit the Contact section on the platform.

Click on the tab that says, "Templates & Signatures."

Give your template a name (keep in mind this is user facing only), a subject line, and then create the body of your email. Click "Save" when done.

You can access placeholders to make your templates more personalized by clicking on the "A" with three dots next to it.

We do not have prepopulated templates in the platform, however we do have some sample templates available for business development purposes. 

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