Add new email templates

If you are an admin, you will be able to add a new email template.

Step 1: Click on Settings Tab

Step 2: Click on Email Templates Tab

Step 3: Click on Add Email Template icon at the bottom right

Step 4: A email builder pop up will appear to create a email template.

You need to give a name to the template and add email subject line

You can use variables to add dynamic details in the email.

You can add attachment to the email.

Once you are ready with the email, you can test the template by sending the email to your email id.

Step 5: If everything is as per your expectations, click on PUBLISH

You can use this template as you need, to send email to a lead or in your marketing campaigns.