How Do I Create an Email Template?

1. Go to Library → Templates, select New template, select Blank template, then choose Email template.

2. Replace Untitled Email Template with a descriptive name, then write the subject and body.
3. Use Insert variable to insert supported record data rather than typing placeholder text yourself.
4. Use Attach files if you need to include an attachment.
5. Select Save template.

Templates can be organized into folders. Before adding a template to a workflow or sending it to customers, preview it with a representative contact so you can confirm variables have useful values.

See Templates for the overview.