How to Create an Email Template

An email template is a pre-designed, reusable email layout that saves time and ensures consistency. The Email Templates section displays all templates created for the site. Users can easily search and filter this list to find specific templates.

Create a New Email Template

1. Click on Manage/Admin then Send Emails.
2. Click Email Templates tab

3. Click New Template 
4. Complete the form 

• Open Access dropdown list and pick Site. The other option is Group.  
• If Group is selected, open Group dropdown list and pick Group’s name
• Enter Template Name
• Enter Template HTML 
• Viewable for all checkbox is an option for Admins. This allows admins to create a template that will only be available for Admins or for all. 
• Default template for site checkbox is an option for Admins. This sets the template as default template for all messages created. Only one template can be set as default per site. 

5. Click Add Message Area button. This step is important, as it allows the %body% tag to pull in the text from the messages created within Email Setup.

6. Click Submit.