WORKSPACE SETTINGS
Email Templates
Save reusable email templates for your workspace.
Use Email Templates to save reusable emails that your team can adapt before sending.
How to Get Here
- Click your workspace name in the top-left corner.
- Click Settings in the menu that opens.
- Click Email Templates under "Workspace" in the left menu.
Page Controls
| Control | What it does |
|---|---|
| Search templates... | Searches saved templates. |
| New Template | Opens the template creation dialog. |
If there are no templates yet, the page says No templates yet. Create your first template to get started.
Create a Template
- Click New Template.
- Fill in Name.
- Fill in Subject.
- Write the template Body.
- Click Create.
The editor includes formatting controls for text size, bold, italic, strikethrough, links, lists, quotes, and related rich-text formatting.
Tokens are plain text
If a template includes tokens like {{...}}, they are sent as plain text unless you replace them before sending.
Edit or Delete Templates
When templates exist, use the row actions to edit or delete them. Deleting a template removes it from the workspace template list.