To create a new email template navigate to Settings → Email Templates (under the Email Configuration heading).
Click New email template. This will be at the bottom of your list of existing email templates.
Create the email by filling out the form:
- Name - This is the arbitrary name of your email template so that you and your staff can identify it.
- Subject - This is the subject line of the email that is sent with the email. Note that the subject line supports the use of Personalized Variables.
- Message - This is the main content or body of the email message. This can include HTML and Personalized Variables.
Enter text as you see fit. If you need to add a link or wish to add text effects such as bold or italicized test, refer to our advanced email edits article for details. Note the list of Personalized Variables at the bottom of the New email template page. Simply cut and paste them into your message to use them.
Related: Personalized Variables in Emails
Related: Advance email edits