A template includes the content that is sent to recipients.
Navigate to the Template menu and select the New button to launch the Create page
The below information is needed:
Name
Description
Language - your email template (salutation, signature block, footer) and the bottom of your poster (the feedback section) will be translated into your selected language. If you don't see your language, log a support ticket and we will chat with you about your requirements.
Categories - Add a category to your Template for easy searching
Content
Access - Grant Permission Roles to Users or Groups
Click Save and Continue to create your Template
Start creating your content!
Once a Template is ready to be used you must set it to Active
Tips!
If you want to create a template with a previous template (or modify a previous one), simply use the Copy Existing option during the create template process
To Note
You can edit all attributes of the template at any time