How do I Create an Email Template & Set Up a Signature?

Send commonly used messages faster with personalized email templates.

1) Click the gear icon on the bottom left-hand side of your screen. This will bring you to Settings

2) Select "Email Settings" from the list of user options.

 Email Template

1) Select Email Templates

2) Customize the email template. You'll want to give your new template a title and a subject line. You may also use the Templates dropdown to select an existing template to modify it.

Screenshot 2022-12-18 at 11.20.26 AM

Signature

1) Select Email Signature from the list of available options in your Email Settings.

2) Customize your signature and click "Save". You can add images and hyperlinks to your signature.