How to Create an Email Template

Overview

This article provides a step-by-step guide on creating an email template within a client’s organization account using the Admin Portal. You’ll learn how to navigate the Email Template Builder, input the necessary information, upload branding assets, and properly configure the footer. Following this process ensures each email template is consistent, branded, and ready for use in automated or manual communications.

Step 1: Log In to the Client’s Org Account

1. Log in to the Admin Portal.

2. Access the client’s Organization account from the admin interface.

Step 2: Open the Email Template Builder

1. From the Org dashboard, go to:
   Content → Email Template Builder → Add Email Template

Step 3: Select the Branch

1. In the Email Template Builder, select the appropriate Branch the template will be associated with.

Step 4: Fill Out the Basic Information

Under Basic Information, complete the following fields:

• Business Name: Enter the Branch Name

• Title of Content: Provide a clear title for the content

• Description: Describe the purpose of the email template

• Title of Email Template: Enter the display/title name

• Body of Email Template: Write or paste the email message content

Step 5: Upload the Logo

1. Upload the correct Logo for the branch or business.

Step 6: Configure the Footer Section

1. In the Footer Section, choose which address to display:

   • Branch Address, or

   • Business Address

Step 7: Save the Email Template

1. Review all details for accuracy.

2. Click Create Email Template to finalize.

3. Confirm that the template now appears in the Email Template list.