Create Custom Email Templates

This guide provides a simple process for creating custom email templates, helping you improve communication, ensure consistency, and streamline your workflow.

Select "Settings".

Select "System".

Select "Custom Emails".

Use the "Edit" button to edit an existing email template.

Select the "Add New" button to create a new email template.

Enter the "Name" of your new template.

Enter the "Subject" for the email.

Enter a "Description" of the email template.

Type in the "Body" of your email.

Select the "Save" button.

The email template is now available to be used on Rules and other functions in the software.