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How to add email templates

A step-by-step walkthrough for add email templates

  1. Navigate to Settings.

  2. On the left menu, scroll down to the Communication section and then select Message templates.

    Communication section of the Settings menu with Message templates highlighted as step 2

  3. Select + new template.

    Message templates toolbar with the new template button highlighted as step 3, next to Name filter and edit categories

  4. In New message template, enter a Name: for your new template. You can also choose a Category: and enter the E-mail subject: here.

  5. Select create & edit. This creates the template straight away and opens Edit template, where you can then draft your email subject and content. Select Save when you're done.

    New message template window with a name, category and e-mail subject filled in and create and edit highlighted as step 5

  6. You can also use placeholders which will allow you to draft a single email which will be automatically personalised to each individual recipient. Select [ ] insert placeholder to email body to open Insert placeholder, where you can use Search placeholders: or browse the groups. The E-mail subject: field has its own [ ] button for placeholders in the subject.

    Edit template with name, category, subject and body, with insert placeholder to email body highlighted as step 6

    Insert placeholder window with a Search placeholders box and the General placeholders list, such as company number and first name of the recipient

  7. Each custom field you create will also create a placeholder field, unlocking the potential for you to build incredibly powerful automated emails and workflows. You'll find them in Insert placeholder under a group for each custom field section, named Custom fields followed by the section name.

To use your new templates moving forwards and learn more about email automations, see 8 of 10: Enhance Communication with Custom Email Templates.

Thanks for reading, have fun building!