How To Create and Modify an Email Template
How to Create a New Email Template:
From the homepage, use the left side navigation pane to select the Templates section.
Within the Templates section, select to create a new template.
- Name of the Template: a brief description of the email content
- Subject: of an email is the single line of text people see when they receive your email.
- Email Placeholders: by inserting <Name> into the body of your email, the email will automatically populate the Name of the lead you are emailing.
- Body: of an email are the details/message you want to get across to your lead contact.
Populate the New Template form. Once complete, select Save to save the template. After you have saved the template, you will see the new template listed under the Templates section.
How to Modify an Existing Email Template:
Select the template you want to modify. Once updates to the template have been made, select Save.
To delete an existing template, click on the red trash can icon next to the Name of the Template and then select Yes, I'm sure.
