Creating a New Email Template

This guide will walk through the steps to create a new email template. Email Templates are a great way to create custom emails.

What’s on this page

Finding the New Email Template button

The New Email Template button can be found under Email Templates on the top of the screen.

Here you can enter the Email Template name and description, as well as the Related Entity Type and the Folder.

Next, select the Subject line that will accompany the email and enter the contents of the email under HTML Value.

Note: it is possible to attach enhanced letterheads on to the email with the Enhanced Letterhead search bar.

To finish, click the Save button.

When applying header and footer images you can apply the following method:

Click on the App Launcher got to Files
Upload image header by clicking on Upload Files and select relevant file
Create Public Link
Copy the Public Link created and open in a new tab
Ensuring your browser setting is set as “Ask where to save each file before browsing”
Hold Ctrl or Command and click Download
Copy the URL returned
On the Email Template click Edit and agains the HTML Value field click on the Source button and paste

<img alt="FILE NAME" src="URL COPIED" style="max-width: 676.001px; width: 645px; height: 117px;" title="FILE NAME" />

Sample Result