Comms Hub: How do I create an email message template?

Overview

This article explains how you create an email message template for use in Comms Hub. Well-structured templates will save time when composing frequently sent emails that include the same content. 

Prerequisites

  • Your user account must have been permitted to create an email message template by a user with one of the following user roles / permissions: Account owner, Account Admin or Full Edit.

Instructions

  1. In Comms Hub, select Communications.
  2. Select Templates to open the Templates window:
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  3. Select Create:
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  4. Enter a Title for your message template - this will be used as the title in your message too.
  5. Select a Category for your message template.
  6. Select EMail as the Type. The Email fields are displayed:
  7. Enter the contents of your email template into Message.
  8. Optionally, format the Message using the text formatting tools. These work like other text formatting tools on your computer or tablet. 
  9. Optionally, add an attachment:
    • Drag and drop one or more files onto the Attachments part of the page.
    • Or, select the Attachments part of the page and use the File Manager on your device to select the file(s) you want to attach.
  10. Select Save.

Outcome

Your email message template has been created to use when composing email messages.

Related information

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