How do I create Email Template in the Ideas App?

• Go to the Ideas App from the App header bar. Select the Settings icon from the App Header of the Ideas App.

• In the Settings page, go to Emails → Email Templates from the left panel. The Email Templates page will appear. Click on the “Create” button.

• Fill in the required details :

• Template - Name of the Email template.
• Subject - Subject of the Email template.
• Message - Content of Email template.
• Insert Attributes - This feature lets you insert the default attributes found in the Ideas App. These are the attributes which are standard and also customized based on your requirement.
• Available for Compose Email - Sliding the toggle ON, will make this template listed when composing emails.
• Available for Notes - Sliding the toggle ON, will make this template listed when creating notes.

• Click on the “Create” button. A new template is created.

• This template will be available while composing an email in an Idea.

• As the toggle is enabled for Available for Notes, it will be listed in the template section of Notes.

Related Links

• Customize Left Panel Views in the Ideas App
• Customize Default Homepage View in the Ideas App