The email templates library is used for storing emails that you can re-use instead of having to recreate them each time.

Managing your Folders


To Add a folder, click on the 'Add Folder' button - enter your folder name and click the 'Save' button.

To Edit the folder, click on the folder name and click the 'Edit Folder' button - enter the new name of the folder and click the 'Update' Button. 

To Delete a folder, you will need to remove all the email templates from within the folder as you can only delete an empty folder. Once you have deleted or moved all the email templates from within the folder, you can click on the folder name and click the 'Edit Folder' button and click the 'Remove' button to delete the folder.
Note: The 'Remove' button will only be displayed if the folder is empty. 


Managing your Email Templates


All templates can either be created by saving an email as a template at the time of creating the email or it can be created in the library directly by using the 'Add Template' button. 

To Add a Template, click on the folder where you would like the template added to and click the 'Add Template' button.
  • Name the Template
  • Add a subject
  • Select any attachments you'd like included in the email template 
  • Compose the email - you can include any Personalise tags in the email template using the 'Personalise' option in the email body options. 
  • Click the 'Save' button.

To Move a Template to another folder, click on the template that you would like to move and click the button 'Move'. This will open a screen where you can select which folder you would like to move the file to. Select the new folder and click the 'Move' button. 

To Delete a Template, click on the template you would like to delete and click the 'Remove' button, you will be asked to confirm that you would like to delete the template and once you confirm the delete, the template will be removed from the folder.