Our Prewritten Email feature allows you to save copies of the emails you find yourself sending most often, giving you a head start whenever you need to send one of these messages.
Creating a Custom Prewritten Email Template
To save an email as a Prewritten Email template, navigate to Email >>Create Email Template:
Here, you can create your custom email template:
Save Template: Save your email to the Library.
Publish Template: Submit your email template to compliance so it's pre-approved and ready for the next time you'd like to use it.
Another way to save an email as a Prewritten Email Template is in the last step of the sending process. Click the checkbox next to "Think you might send this email again? Save it as a template for future use.":
Accessing a Custom Prewritten Email Template
Once you save your Prewritten Email as a template, it will be available in the "Browse Prewritten Email" section in the Custom Email Builder:
You will see your Custom Prewritten Email Templates in the Prewritten Emails modal with these options:
Select: Start a new email using the selected prewritten email template
Edit: Edit the master copy of the email template. You will not have the option to send the email while editing, only to save your changes
Delete: Delete the prewritten email template
Note: Prewritten Emails are not pre-approved by compliance. Each time you start from a Prewritten Email, the email must be approved by compliance before it is sent.
