How to Create a Email Templates

Learn how to create email templates, and use them in Playbooks and emails.

How to Create Email Templates

  1. Navigate to Settings

  2. Click the "Email Templates" tab

  3. Click "Create New"

  4. 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

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