Shared guide

How to create new email templates

Step-by-step guide covering: Click People; Click Email; Click John Doe; Click Subject.

victoriaworkflowsvictoriaworkflows
·16 steps·10 views·Published
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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