How to create the new E-mail templates?

How to create the new E-mail templates?

The user with the email templates can send the emails by utilizing the readily available format.

1. Select the “Settings” module from the left panel and select the “Email Templates.”


 2. Select the “+New Template” to create the fresh email template. If the user wants to edit the existing template, tap on the  option.


3. Enter the necessary details to complete the fresh email template.   

     A)Type the necessary details for "Enter Template Name."   

     B) Select the required module for which email templates are applicable under the"Choose                                     Template Module."

    C) Fill in the template description under the "Enter Template Description." 

     D) Fill in the required subject under the "Email Subject." 

     E) Type the body of the email if you want to prefill the texts under the "Email Body." In the email body, the         enriched editor allows you to edit the text, highlighting the text similarly many formatting can be done.   

                                      I.        Undo & Redo: The icon’s action helps you undo and redo the current action performed. 

                                    II.        Bold: This icon helps you to highlight the text in bold.   

                                   III.        Italic: This icon helps you to highlight the text in italic.   

                                  IV.        Underline: This icon helps you to underline the text.   

                                    V.        Strikethrough: This icon helps you to strikethrough the text.   

                                  VI.        Font size: This icon helps you to increase the font.   

                                 VII.        Recent color: This icon helps you provide the text’s color.   

                                VIII.        Unorder list: This icon helps you to set the index to an unordered one.   

                                   IX.        Order list: This icon helps you to set the index to ordered one.   

                                    X.        Paragraph: This icon helps you to align your sections easily.   

                                   XI.        Line Space: This icon helps you to provide the necessary line space.   

                                 XII.        Table: This icon helps you to add a fresh table.   

                                XIII.        Attachment: This icon helps you to add new attachments.   

                               XIV.        Video: This icon helps you to add a fresh video.   

                                 XV.        Help: This shows you how to use the shortcuts for the editor.  

F)  Available Components: The functional components available are displayed in the dropdown box.  

G) +Link – This helps add any hyperlink to the mail template.  


4. Finally, tap on the "Save Template" option to save the fresh template



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