How to Create an Email Template

How to Connect Your Email to LeadLoft

Navigate to Settings
Click the "Email Templates" tab
Click "Create New"
Craft an Email Template and click "Save"

You can access the Email Templates tab within settings here.

Where Can Email Templates Be Used?

Email Steps in Playbooks
Drafting or Replying to Emails

How to use Email Templates

While composing an email, click the "Insert Template" button.

Insert Template Button

Updated on: 24/07/2023