Create email templates

  • Updated

Templates are great when you need to send quick saved responses, such as with customer support and applicant tracking!

What you'll need

Create a template

To create a template:

  1. Ensure the Email ClickApp is enabled.

  2. Click on your Workspace avatar in the lower-left corner.

  3. Select Integrations.

  4. Click the Email icon and scroll to the bottom of the page.

    • Tip: Users in Business Plus and Enterprise Workspaces must have the Send Email (Email ClickApp) custom email permission toggled on by an admin to complete this step.

  5. Select the Templates tab and choose + Add Template.

  6. Name the template.

  7. Enter an email subject, body, and any additional content you want.

  8. Select who you would like to share the template with.

  9. Click Create.

Use a template

Apply a template when composing a new email:

  1. Click on the Email Templates icon.

  2. Select a template from the recently used options or search for a specific template.

  3. Select the template to apply it to your message.

Screenshot of the email templates icon.

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