Support center

How to set up an email template

Only users that have access to templates can modify templates. Your system administrator can set this permission in your user account. 

1
Access via Personal Settings > Template Settings
2
Click the new button in the top right corner. 

3
Decide for which section you want to create
4
Make your template text. The merge field button is your friend, as it shows a list with available fields.
5
Save
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