ACCOUNT SECURITY

Email Templates

Using Email Templates

Step 1 -

To use an existing email template, simply click the "insert, create, or update template" icon under the email composition field.

Step 2

From the pop out menu, you'll see your recently used templates, if the template is there, simply click on the template to insert it into your email, and skip to Step 4.

If you do not see the template in your Recently Used Templates list, you can left click on "Insert a template..." to open the search dialog, and find a list of all templates available to you.

Step 3

The pop-out "Insert Email Template" Dialog box lets you filter and search for templates by folder, name, and description.

If you know the parent folder of the template, select it from the "Template Folders" drop-down first, if you do not know the parent folder, simply select "All" to return all available templates you have access to.

You can now use the search bar to the right of the Template Folders drop-down to search the name and description of the filtered templates.

In this case, we search "how to" to find the "How to Burning Man" macro from the general help parent folder. Clicking on the blue hyperlink in the name column will automatically add the template to your email.

Step 4

The template has been automatically added to your email, and you can now click "Send" to send the email off to the customer.

If the selected template has merge fields, these will show up in curly brackets from the editor window, these will automatically resolve when you press "Send" to their correct values.

If you would like to preview the email prior to sending, click the eye icon below the editor box to open the "Preview email" pop-out.

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