Create Email Template

Overview

This playbook covers how to create a new email message template in Leadline. You can have up to 10 email templates total; contact your Leadline representative if you need more.

→ See 107 - Communications for full product knowledge on how communications work in Leadline, including templates, Smartlines, and opt-outs.

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How Do You Create an Email Template?

1. Go to the Messaging tab.
2. Select the Email Templates tab.
3. Click Create New next to the search bar.
4. In the Create Email Template modal, enter a Name for the template.
5. Enter a Subject line.
6. Type your message in the body field. Use the Smartlines dropdown to insert dynamic fields, or use the Templates dropdown to pull in the content of an existing template as a starting point to edit.
7. Click Preview to see how the template will look, or click Save to save the template.

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Related Topics

107 - Communications — Full product knowledge on how communications work in Leadline
1301 - Send-Email — Instructions for sending an email to a candidate
1307 - Edit-Email-Template — Instructions for editing an existing email template
1308 - Delete-Email-Template — Instructions for deleting an email template
123 - Smartlines — Learn about Smartlines and how they are used in message templates
125 - User-Permissions — Learn about permissions that affect sending communications and managing templates