Skip to main content

Crafting a template

Here we will outline how to make reusable email or mail templates.

  1. Click on the Templates button from your "Reporting" page

  2. From the Templates section, find and click the "New template" button

  3. From here, you have a few options

    1. Start from scratch with a blank template

    2. Use a pre-made starter template and edit to your liking

    3. If you are apart of an agency and they have shared pre-made templates, you can choose from that list.

  4. Once you have chosen the template to use, edit it and save.

  5. Click here to understand how to populate your template with "Merge Tags"