Shared guide

How to create new email templates

In this how-to guide, you'll learn the step-by-step process to create new email templates, from navigating user profiles to customizing the message and saving it for future use.

victoriaworkflowsvictoriaworkflows
·16 steps·64 views·Published

In this how-to guide, you'll learn the step-by-step process to create new email templates, from navigating user profiles to customizing the message and saving it for future use. Follow along to efficiently set up your email communications.

Step-by-step Guide16 steps

  1. Click People

    Click People
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  2. Click Email

    Click Email
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  3. Click John Doe

    Click John Doe
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  4. Click Subject

    Click Subject
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  5. Type "Thank You For Your Inquiry!"

  6. Click on "Click here."

    Click on "Click here."
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  7. Type "Hello "

  8. Click Insert field

    Click Insert field
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  9. Click First Name

    Click First Name
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  10. Click on "Click here."

    Click on "Click here."
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  11. Type "Hello !Thank you for reaching out! Please let me k..."

  12. Click on "Click here."

    Click on "Click here."
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  13. Click Save draft as a template...

    Click Save draft as a template...
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  14. Click on "Click here."

    Click on "Click here."
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  15. Type "Thank You Email"

  16. Click Save

    Click Save
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