Add Email Template

Text Templates are located in the Conversations tab of your application. Click on Conversations in your left hand menu, click templates at the top of your screen and then click the green Add Template Button.

1. Name Template
   Your template will need a name. Again, remember that naming conventions are very important when you or someone from your team is trying to find a specific template to send to a lead or customer.
   
   
2. Add Subject Line
   Give your email template a subject line here.
   
   
3. Create Email Template
   In this body section, you can create your email templates!
   
   
4. Attach Files To Email
   You can attach files from your computer to your email templates by clicking here.
   
   
5. Mobile Email Template Preview
   As you create your email template, you can preview what it will look like on a mobile device to your leads or customers by clicking the preview window here!
   
   
6. Send Test Email
   If you want to test out your new email template, you can do so by entering a "From Address" and "To Address" and then by pressing "Send" here.