Email Templates

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Create customized email templates to make emailing faster. Create templates for General Emails, Scheduling Emails, SignUp Sheet Emails, and Welcome Emails then choose the template to import when you email your people. 

You can create emails from many places:

Click "edit email templates" at the bottom of any compose email window

Click Edit Templates at the top of any email window.

Create an Email Template

There are four types of Email Templates:

  • General Emails are only available on the People Tab or if you're contacting an entire team from the Team Settings. 
  • Scheduling Emails can only be sent from a Plan or Matrix and include buttons with links to take people back to the Plan.
  • Signup Sheet Emails are only available on a Plan or Matrix when Signup Sheets are enabled. These also include a button that takes people to the signup page.
  • Welcome Emails can be found when creating a new profile, emailing an individual, or contacting an entire team from the Team Settings.

Blockout Requests are stored under the General Email Templates.

Create or Edit an email template
  1. The tabs on the top allow you to see the different kind of email templates. Click a tab to edit templates for that type of email.
  2. Select the name of the template to edit an existing template.
  3. This sections lists all of the templates available, and any template with the shared stamp will be available for others as well. If there is no stamp, you are the only one with access to that template.
  4. Once you've chosen the correct email template from step 1, click Create Template.

Only Organization Administrators can create and edit Shared Templates.

Edit Your Email Template

If you select a template, you can make changes to it.

Edit Your Email Template
  1. If you are an Organization Administrator, you can specify whether this template is for you only, Personal, or should be visible to others, Shared. Once created, Shared Templates are available for everyone in your account.
    All other permissions can only create Personal Templates.
  2. Enter the subject of the email.
  3. Type any specific information you'd like to be in the body of the email each time.
  4. The formatting toolbar will help style the email body.
  5. Add placeholders to the body of the email. They appear in the template with {{ }} but are replaced by the actual text at the time the emails are sent.
  6. Switch the email composer to Source Code view, which allows you to see the full HTML code. For advanced users.

When the template is finished, select Save.

Email Your People

  • Choose your new email template using the dropdown.
  • Each person receiving your email is listed. If they have text notifications turned on for this email, they'll have an SMS bubble icon by their name. If they don't have an email address, they are crossed out. Delete people by clicking the x or by focusing the cursor and hitting backspace. Add people by clicking Add and typing their name.
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