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How to create email template in Homepage email module?
Updated on June 30, 2021 05:39AM by Admin
The homepage is the page that appears first when the user accesses the app. Email Templates allow you to set up pre-defined messages. These are customized email messages that you can send to your details. You can customize your own Email Templates as per your preferences.
Steps to Create Email Template
- Go to the Emails App.
- Click on "More (...)" and select the "Settings".
- On the Settings page, click on the "Email" and select "Email Templates".
- Click on the "Create" button.
- In the Create Template, specify the following:
- Template - Name of the Email template.
- Subject - Subject of the Email template.
- Message - Content of the Email template.
- Available for Compose Email - Sliding the toggle ON will make this template the default one when composing emails.
- Available for Notes - Sliding the toggle ON will make this template available when creating notes.
- Click on “Create”.
- Once created, you can update the email template by clicking on the "Edit" icon. Also, you can delete it by using the "Delete" icon, if needed.
- You can view the created template on the Compose email.
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