Email Templates

Create E-mail Templates for frequently used messages to easily insert text into email bodies and subjects.

In Email Message Edit, on the left, is the E-mail Template area.

Templates can be used for frequently sent email messages that have similar content.

Templates are listed alphabetically.

Edit Email Template

Click Add to create a new template or highlight an existing template and click Edit to make changes.

You may also manually type the replacement (e.g., [LName]), but make sure it exactly matches the field name. They are case-sensitive.

Position the cursor to where you want to insert a field, then double-click an item from the list. Fields in red text cannot be inserted.

Click OK to save the template.