How to create and manage email templates

Updated Jul 6, 20261 min read
This feature is in limited availability and available to select users.Release notes

Email templates help you save time and keep your messages consistent.

Create a template

  1. From the email composer, select Templates.
  2. Select + Create a template.
  3. Add your content:
    • Enter text, or
    • Use the AI helper to generate content.
  4. Enter a name for your template.
  5. Select Save template.

To use the template, select Use template in the email composer.

Edit a template

  1. From the email composer, select Templates.
  2. Select the three vertical dots next to the template.
  3. Select Edit template.
  4. Update the content.
  5. Select Update template.

To apply the updated template, select Use template.

Delete a template

  1. From the email composer, select Templates.
  2. Select the three vertical dots next to the template.
  3. Select Delete template.

Confirm by selecting Delete template again.

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