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Apply Email Templates to Emails
Updated over 4 months ago

Apply an Email Template to an Email

1. Go to Inbox in the primary navigation bar.

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2. Click Create email.

3. Select the Templates icon.

4. Choose a template.

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Apply an Email Template to a Bulk Email

1. Go to Clients in the primary navigation bar.

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2. In the secondary menu, click Client List.

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3. Click the checkbox for the clients needed.

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4. In the top right, click on the envelope icon.

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A message pops up if a client is missing an email. You can choose to add it here or continue without sending that client an email.

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5. Select the Templates icon.

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6. Choose a template.

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