Save time and reduce errors when sending emails by creating and using email templates. There are two simple ways to create an email template for future use. You can create a template via the email composer or through the Email Templates page. Once a template is created, you can insert it into the Composer and make edits before sending your email. You can even include pictures, attachments, and hyperlinks. Follow the steps below to create and insert an email template.
Creating Email Templates from the Email Composer
1. Navigate to Relationships and select a Relationship to view.
2. Under Activity, click Email.
3. Add a Subject. To include merge fields, type them in manually.
4. Compose the email to use as your template.
5. Click the Merge icon and use the merge picker to insert merge fields.
6. Add any Attachments.
7. Click the Templates icon and Save as new template.
8. Enter the Template Name and select the Folder to store it in.
9. Click Save.
Creating Email Templates from the Email Templates Page
The Email Templates tab allows you to view and edit your saved email templates and create new templates.
1. Open the Email Templates tab. If this is not available to you, click the pencil icon to edit your Navigation bar and add Email Templates.
2. Click New Email Template.
3. Enter the template's name.
4. Add a subject.
5. If you want, select a letterhead from the Enhanced Letterhead dropdown list.
6. Compose the email in the HTML value box.
7. Click the Merge icon and use the merge picker to insert merge fields.
8. Add any images you want in the template. Use the Insert Images icon or copy and paste the image.
9. Add any attachments you want in the template.
10. Save.
Inserting an Email Template
Once you have saved an email template, from either the composer or Email Templates page, you can insert a template while in the Email Composer.
1. Navigate to Relationships and select a Relationship to view.
2. Under Activity, click Email.
3. Click the Templates icon.
4. Click Insert a Template.
5. Click the template name.
6. Click Insert.
7. Make any updates and click Send.
