Easily save time by learning how to create, save, edit, or delete email templates in Zeffy
How can I create a new email template?
- Click on "new message" on your contacts page to compose a new email.
- Write the contents of the template, including the subject line, body, and any other information you want included in the template.
- Once you are satisfied with your template, click on the "template" button and then on "Save as a new template."
- Make sure to name your template and click on save.
How can I use an existing email template?
- If you're writing a new email and want to use an existing template of yours, click the "template" button in the email editor.
- Click "Select a template" to view a list of all your template.
- Select the one of your choice and the email will automatically populate.
💡 Even if you've used a template, you'll still be able to modify or personalize some parts of the email before sending it.
How can I edit an existing email template?
➡️ To edit an existing email template, you will have to use the template, make the desired edits, and then save it.
- Click on "new message" on your contacts page to compose a new email and click the "template" button in the email editor.
- Click "Select a template" and choose the template you would like to edit. Your email will populate with your email template.
- Now that the template is applied, make the desired changes to the template.
- Once you're happy with your edits, click the "template" button again. You should now see the option "save."
- Confirm that you wish to save & update this template and your changes will be applied to this template.
How can I delete an email template?
➡️ To delete an existing email template, you will have to use the template and then delete it.
- Click on "new message" on your contacts page to compose a new email and click the "template" button in the email editor.
- Click "Select a template" and choose the template you would like to delete. Your email will populate with your email template.
- Now that the template is applied, click on the "template" button again. You should now see the "delete" button in red.
- Confirm that you wish to delete this template and you're good to go.
