By using an Email Template, it allows you to save time by using a pre-designed email which can be applied to outgoing emails or notifications.

Communication Center

Use the steps below to learn how to select an Email Template while sending an email from the Communication Center:

1. Click Communication or the Envelope icon in the left menu, then click Email.

2. Click the Compose New Message button.

3. On the Create Email page, in the Templates tab, click the View button beside the Email Template you wish to use.

4. The Email Template Preview pop-up will display with a preview of the template. Click the Insert Template button to insert the template.

5. It will ask you “Are you sure you want to use this template?”, click Yes to insert the template.

After clicking Yes, the Custom Email Template’s content will replace the existing content in the drafted email.

Listings

Use the steps below to learn how to select an Email Template while sending an email from certain listings.

1. While on the listing, checkmark the people or records you want to email.

2. Click the Email button.

3. In the Template section, you can select one of two groups:

   • System - This will display the system email templates.

   • Custom - This will display the custom email templates.

4. Click on the template you want to use and click Insert.

5. It will ask you “Are you sure you want to insert this template? This will replace your current email content.”, click OK to insert the template.