Using a Template in the Compose Window

Finding and Using Templates

1. Create your email draft (there are multiple ways to do this, in this example we’re choosing Compose in the header).

   

2. Populate the To field.

   

3. Click the search icon in the template section to open up the template search field.

   

4. Select a category to search in (or select All to search across all categories).

   

5. Search by template name, subject line, or body of the email. Click on the desired template to select it.

   

   NOTE

   Selecting another template will replace all of the information currently in the editor. If you make any changes, be sure to copy them before you select another template.

Pinning Template Categories in the Compose Window

Favorite up to five specific template categories to gain quick access to your most used templates.

1. Create your email draft (there are multiple ways to do this, in this example we’re choosing Compose in the header).

   

2. Click the + icon next to Favorites.

   

3. Click the Pin a Category drop-down and select your desired category.

   

4. Click Save Changes when done (optional: repeat Step 3 to add more).

   

   TIP

   You can rearrange your pinned categories simply by dragging and dropping before saving your changes.

   

   NOTE

   Favorites is there by default. It holds favorite email templates, not categories.

   Your selected category is now pinned.