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4.2 Create and Use Email Templates

  • ~ minute read

In this lesson: 

Here at Canopy we believe in saving you time! Creating templates is a great way to help streamline your work. In this lesson we will go over how to create and use Email templates. 

You can create a template for any email you send regularly including welcome emails or common requests you send to your clients. 

One thing to note: Email templates can only be created by those with Admin permissions in Canopy. 

Create an Email Template 

Get to Email Templ.gif

Create a template by: 

  1. Selecting Templates from the global navigation bar. 
  2. Click on Email. 
  3. Select Add Templates in the right corner. 

A new window will pop up. Add in the details to create an email template. 

Email template creator.png

  1. Template Name: Give your template a name to help you and your team members easily identify it ex. Welcome Email. 
  2. Visibility: use the toggle to determine if this template is private or public. 
  3. Subject: Use the text box to type an appropriate subject. 
  4. Body: Type the body of the email in the text box.
    You can include boilerplate text by clicking on the lightning bolt icon. You can learn more about how to create boilerplate text for templates in this article. 
  5. When you have typed and formatted your template don't forget to Save. 

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You can come back to your template at anytime to edit. Simply click on the name of the template and make any changes in the window. 

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You can also duplicate templates. This is helpful it you want to use the same formatting as an existing template to create a new template.  Click on the three dots in line with the template and select duplicate. 

Apply an Email Template 

After you have created templates it is easy to add them to an email in Canopy! 

Create email. .png

  1. Go to Inbox in the global navigation bar. 
  2. Click create email. 
    Apply template.gif

  3. Select the templates icon. 
  4. Choose the template.
  5. Make any edits or changes if necessary and then you are ready to Send! 

Templates make your emails easy peasy! 

You can create templates for several things in Canopy!

 

Want to Learn more?

video.png  Watch a video on how to Create eSign Templates. 
lightbulb.png Learn about how to Edit Folder Templates. 

 

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