How to Create Company Email Template?

Click on the "Admin" tab, in the top navigation bar.

In the company page, Click on Marketing .

In the Marketing page, Click on the email template.

Click on the New Template at the upper right side of the email template page.

Once you click . A modal pop-up will appear. Enter a email template name and click the "+" icon to create a new folder or select a folder and click the "save" button.

You will be directed to where you can customize your email template. You can drag and drop the options on the right side into the email space to start creating your template.

Before proceeding, ensure that the email template’s subject name is filled in, as it is mandatory.

You can activate or deactivate email templates by using Toggle.

Click “Send Test Mail” to send a test email to the specified recipient.

Once you've completed your email template, click the "Save Template" button to save it.

Each icon's usage as follows:

"Usage report" icon—It's used to preview the corresponding email template
configuration either in the number of automation (both regular or scheduled) or scheduled campaigns.

"Invite" icon – Used to send a test email.

✈️ "Paper Plane" icon – Send campaign by using the email template.

👁️ "Eye" icon – Preview your email template.

✏️ "Pencil" icon – Edit your email template.

📄 "Paper" icon – Duplicate your email template.

🗑️ "Trash" icon – Delete your email template permanently.

In the "Owner" column, the system displays the name of the person who originally created the email template, making it clear who has authorship or ownership of that template.

You can set as active or inactive by using the toggle here.
​Note: If user wants to deactivate the email template which is active, they have to reconfigure/reset the email template which is configured in automation (both regular or scheduled) or scheduled campaign