Create Templates

Create/Customizing Your Own Templates

To create a new template:

  1. Go to the Email tab > Compose Email window. 
  2. Type the body of the email message in the box, or add HTML by clicking the HTML button in the email toolbar.
  3. You can include merge tags by clicking the Add Merge Tags button at the bottom of the email.
  4. Indicate a Subject for the email, which will become the template name.
  5. Click the Save button when finished, or Save & Send to save the template and send it now.
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