Changes for page Create An Email Template

Last modified by Isaac Mejia on 2026/02/05 17:08

From version 8.1
edited by Isaac Mejia
on 2026/02/05 17:08
Change comment: There is no comment for this version
To version 5.1
edited by Isaac Mejia
on 2025/12/15 16:31
Change comment: There is no comment for this version

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2 2  
3 3  = Create An Email Template =
4 4  
5 +{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-an-email-template_1487568980>>https://membersolutions-9221154.hs-sites.com/kb/create-an-email-template_1487568980]]{{/info}}
6 +
7 +* [[Setup>>Setup_1619099713.html]]
8 +
9 +* [[Personalize>>Personalize_1619591434.html]]
10 +
11 + Create An Email Template
12 +
13 + Created by
14 + Amith on Feb 05, 2021
15 +
5 5  **Creating an Email Template**
6 6  
7 7  Hover over the Setup tab.
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10 10  
11 11  * Click on Email Templates.
12 12  
13 -[[image:kb-1487568980-1487601966-1.jpg]]
24 +image:kb-1487568980-1487601966-1.jpg
14 14  
15 15  * Search through existing templates using the ‘Keyword’ field at the top of the screen.
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18 18  
19 19  * To add a new template, click on the ‘Add New’ button.
20 20  
21 -[[image:kb-1487568980-1487601972-1(1).jpg]]
32 +image:kb-1487568980-1487601972-1(1).jpg
22 22  
23 23  * Enter a name for the template
24 24  
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30 30  
31 31  * Click Save to save the Email Template.
32 32  
33 -[[image:kb-1487568980-1487601972-1(1).jpg]]
44 +image:kb-1487568980-1487601972-1(1).jpg
34 34  
35 35  **Communicating with an Email Template**
36 36  
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40 40  
41 41  The template will default the previously saved text. You can edit here without affecting the original template. Click ‘send’ when you are ready to send the email.
42 42  
43 -[[image:kb-1487568980-1487601989-1.jpg]]
54 +image:kb-1487568980-1487601989-1.jpg
44 44  
45 45  {{include reference="KBSupportCTA.WebHome"/}}
57 +