Email Template Overview

Welcome to your template management dashboard. Here, you can view, create, and edit email templates with ease. This page offers all the tools necessary to manage your email designs.

Template Labels

Your email templates are listed here by their titles. Choose clear and distinctive names to make them easy to find later.

Modification Timestamp

Every time you update a template, the most recent modification date and time will be reflected here for quick reference.

Last Edited By

This section tracks who last made edits to the email template, showing the name of the user.

Display Options

Choose between "Recent" to see the templates you recently accessed or "List" for a full overview of your saved templates.

Quick Search

For fast access to specific templates, type the name in the search bar to locate it quickly.

Status Filter

Use this feature to view only active templates or to manage archived ones, streamlining your organization.

Organizing Templates with Folders

You can enhance organization by grouping your templates into custom folders. Categorize them by campaigns or specific use cases, and click to create a new folder.

Start a New Template

To create a new email template from scratch, hit the "New" button and start designing your message.

Modify Existing Templates

Click on the name of a template to edit it. Make sure to save all changes to keep your updates intact.

More Template Actions

Access additional options by clicking the three dots next to a template name for actions like previewing or duplicating the template.

Preview Template: This option lets you view your template as it would appear when sent out to recipients.

Duplicate Template: Easily create a copy of your email template with the clone function.

Share Template: Distribute your template across other CRM accounts with this sharing feature.

Relocate to Folder: Move your template to a different folder for improved organization.

Launch a Campaign: Transform your template into a live campaign with one simple click, allowing for repeated use across different email sends.

Archiving Templates: If a template is no longer in use but you want to keep it for future reference, archive it. You can retrieve archived templates anytime.

Permanently Deleting Templates: Remove templates completely by selecting the delete option. Note that once deleted, templates cannot be restored.

For more information on how to use email templates, refer to the additional articles in this section.