Add Email Template (needs video)

Created by Ezra Weinstein, Modified on Tue, 27 Sep 2022 at 05:43 PM by Hannah Harris

1. Name Template


Your template will need a name. Again, remember that naming conventions are very important when you or someone from your team is trying to find a specific template to send to a lead or customer.


2. Add Subject Line


Give your email template a subject line here.


3. Create Email Template


In this body section, you can create your email templates!


4. Attach Files To Email


You can attach files from your computer to your email templates by clicking here.


5. Mobile Email Template Preview


As you create your email template, you can preview what it will look like on a mobile device to your leads or customers by clicking the preview window here!


6. Send Test Email


If you want to test out your new email template, you can do so by entering a "From Address" and "To Address" and then by pressing "Send" here.


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