My Templates

Filter and search

1. Type in the Search templates box. Search matches against template name and content.
2. Use the Type, Status and Category dropdowns to narrow the list.
3. Sort by Name, Updated or another column.

Create a new template

1. Click + New Template in the top-right.
2. Pick the template type (Email or Invoice).
3. Give the template a name and pick a category.
4. Design the template using the visual composer. Use the variables panel on the right to insert placeholders such as {{contact.first_name}} or {{case.title}}.
5. Save as Draft or Publish.

Per-card actions

Edit

Open the visual composer to change content and layout.

Duplicate

Make a copy you can change without affecting the original.

Delete

Remove the template. Templates in use cannot be deleted until you switch their usages off.

Send Test

Email a preview to yourself so you can see how it renders in the inbox.