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How do I create a template?

Go to any project and click on Messages and Compose.

How do I create a template?

Click on the file icon at the bottom of the “Compose” message.

How do I create a template?

Click on “Manage Templates”. You’ll see a screen where you can create and manage templates.

How do I create a template?

Click on “Add Template” and give your Template a name.

Write the text of your template, and don’t forget to use custom tags! All you have to do is add {custom name} – a curly bracket, with any term inside of it.

When it’s time to write your email, these will serve as a quick and easy way to search and replace.

How do I create a template?

When you go back to compose, and you select the template, it’ll look like this:

How do I create a template?

And when you enter the name, event, and company at the top, it’ll appear in the body of the email as well.

How do I create a template?

You can save and use unlimited email templates!

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