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.
Email Template
  • 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”.

Compose Email
  • 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.