Creating Custom Email Templates


Custom email templates allow you to quickly load a pre-created layout for an outgoing message when composing an email.

Creating a Custom Template

To create a custom template:

  • Go to "Integration > Email Templates"
  • In the secondary navigation, click on "Create Custom Template"
  • The "Create Custom Email Template" popup will appear with two tabs: "Template" and "Options".

Template Tab

The template tab allows you to create the actual email message. Note that custom e-mail templates do NOT use the standard header and footer that is used on other templates, so you will need to design the email from scratch.

TitleReference title for the template.
SubjectDefault subject for the template. This is only used when composing specific types of emails.
MessageThe textbox in which you can compose the body of the template.
Accessibility"Public" means that any employee can use it, "Private" means only the employee creating the template can use it.

Options Tab

Click here for details on the fields found in this tab.

Using a Custom Template

When Sending Emails

Once you have created the template, you can begin using it when composing messages. For example, from the e-mail composition slider, you can click on the "Load Template" link to select the newly created template. Doing this will autopopulate the body of the message you are sending with the template's content.

Step 1: Click the Load Template link.

Step 2: Click the template you want to use.

Step 3: The template is now loaded into the message body.

When Creating Event Reminders

Event reminders rely on preset templates to determine what is sent to event attendees. Therefore you will need to create a custom template for each reminder before creating the reminders/followups.

  • Click here for more information on event reminders.

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Published on 2013/07/18.
Last updated on 2013/07/23.

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