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DealerTeam

Create an Email Template

Goal

Learn how to create an email template. Email templates are an essential piece of establishing formal communication between your company and your customers. Email templates give you consistent structure, context, and layout at the click of a button.

 

Navigate to Email Templates

1. Click the App Launcher.

2. Enter Email Templates in the search box.

3. Click Email Templates.

Create a New Email Template

From the Email Templates page, click New Email Template.

Click New Email Template button, Create an Email Template.png

 

Enter Details for the new Email Template 

Enter details for the new Email Template. After entering all the information, click Save to create a new Email Template.

Enter Email Template Details, Create an Email Template.png

 

What's Next

Creating an email template is useful. Learn How to use Merge Fields in Email Templates. Automatically add information to an Email template so there is less editing on creation.