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
To save an email as a Prewritten Email template, navigate to Email > Your Email Templates:
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.
Locate your Email Template by navigating to Email > Your Email Templates:
Locate the custom prewritten email template that you saved, and click "Edit":
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:
Navigating to Your Email Templates in the left navigation menu
Browse Email Library when composing an email
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:
Navigate to Email > Send Email:
To browse our Prewritten Emails, click the "Browse Email Library" button on the right-hand corner of the Custom Email Builder:
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:
Navigate to the Content Library by clicking Content Library in the navigation pane on the left side of your dashboard:
Click Emails:
Open the Filters dropdown menu, and under Authors, click "You":
