Create and Use Email Templates

Create an email template from the template screen by inserting pre-designed HTML code.

• From the messages menu in the top navigation bar click Templates.
• In the New Template section select Email from the Template Type dropdown menu.
• To group the template under a category, select a Template Category from the dropdown menu. (Categorizing templates is an easy way to organize messages, especially for organizations with multiple templates or users with send privileges.)
• Add a Subject in the field provided.
• Add a Template ID of your choice in the field provided.
• Click the HTML button at the bottom of the email editor and paste in your HTML code and type your email template using the Toolbar editor.
• To review the email,  click the Design button.
• Click Save
• To view or edit the template from the Saved Templates list, scroll to the bottom of the screen.
• To use the template, click messages, Send Message in the top navigation bar.
• Select Email from the Message Type dropdown menu.
• From Email Template dropdown meu click the plus sign next to the template category the template is grouped under and click the template name.
• Click Insert Template, and the email template will appear in the email editor body.

Updated June 13, 2025 15:35