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      Creating and Accessing Custom Prewritten Email Templates

      Saving Frequently Used Emails as Templates

      Email Templates are a convenient way to store copies of emails you send frequently. This allows you to quickly access and send these messages whenever needed.

      How to Create a Custom Prewritten Email Template

      To save an email as a Prewritten Email template:

      1. Navigate to Your Email Templates: On the left navigation bar, under the Email section, select "Your Email Templates."

      2. Create a New Template: Click the "Create a Template" button to start a new template.

      3. Name Your Template: Enter a descriptive name for your template to easily identify it in the future.

      4. Add Content: Input the email content you wish to save as a template. Ensure that it includes all the necessary details and formatting you plan to use repeatedly.

      5. Save or Publish Your Template:

        • Save Template: Add your email to the Library.
        • Publish Template: Send your email template to compliance for pre-approval, ensuring it's ready for future use.

      6. Alternative Saving Method: During the final step of sending an email, check the box labeled "Think you might send this email again? Save it as a template for future use."

      Sending Your Custom Template for Compliance Approval

      Once you've created your template, the next step is to ensure it meets compliance standards. Follow these steps to submit your template for approval:

      1. Locate Your Template: Navigate to Email > Your Email Templates:

      2. Edit and Publish: Find your saved custom email template and click "Edit." Make any necessary edits, then click "Publish Template" to submit it to compliance.

      Note: You must make an edit to activate the "Save Template" and "Publish Template" options.

      Accessing Your Custom Prewritten Email Templates

      Once you have created a custom Prewritten Email Template, you can access it through the following methods:

      1. Your Email Templates: Access your saved templates in the "Your Email Template" section in the left navigation menu. Here, you can send or edit your existing templates.

      2. Browse Email Library: Navigate to Email > Send Email to compose an email. Click the "Browse Email Library" button in the top right corner of the Custom Email Builder. 


        Filter templates by selecting "You" under Authors.

      3. Emails Section of the Content Library: Access your templates by navigating to the Content Library via the left-hand dashboard menu. Click on "Emails" and use the Filters dropdown menu to select "You" under Authors.