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      Creating and Accessing Custom Prewritten Email Templates

      How to save a frequently used email as a template for future emails

      Email Templates allow 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

      1. To save an email as a Prewritten Email template, navigate to Email > Your Email Templates:

         

      2. Here, you will see a list of the email templates you created. Click the "Create a Template" button to create a new 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:"

      Sending Your Custom Prewritten Email Template to Compliance

      After you elect to save your custom email as a prewritten email template, the next step is to send it to compliance.

      1. Locate your Email Template by navigating to Email > Your Email Templates:

         

      2. Locate the custom prewritten email template that you saved, and click "Edit":

         

      3. Make any edits necessary to the email template, and click "Publish Template" to send your email template to compliance.

        Note: An edit must be made to the email template to activate the "Save Template" and "Publish Template" buttons.

      Accessing Your Custom Prewritten Email Templates

      After you've created a custom Prewritten Email Template, you can access it in one of three ways:

      1. Navigating to Your Email Templates in the left navigation menu

      2. Browse Email Library when composing an email

      3. In the Emails Section of the Content Libary

      Your Email Templates

      Once you save your Prewritten Email as a template, it will be available in the "Your Email Template" section in the left-nav:

      From here, you can send or edit your existing templates.

      Browse Email Library

      You can access your Prewritten Email Templates when composing an email:

      1. Navigate to Email > Send Email:

         

      2. To browse our Prewritten Emails, click the "Browse Email Library" button on the right-hand corner of the Custom Email Builder:

         

      3. To filter for your own Prewritten Email Templates, click Authors and select "You":

         

      Emails Section of the Content Libary

      You can access your Prewritten Email Templates in the Content Library:

      1. Navigate to the Content Library by clicking Content Library in the navigation pane on the left side of your dashboard:

         

      2. Click Emails:

         

      3. Open the Filters dropdown menu, and under Authors, click "You":