How to Create and Edit an Email Template


Using email and signature templates is a great way to save time when emailing clients, families, referrals, and communities. Follow these steps to create your own custom templates:


1) Navigate to Email Templates & Signatures in My Settings

  1. Navigate to the profile menu
  2. Click My settings
  3. Choose Email Templates & Signatures

2) Create a New Template or Signature

Click Create new template or signature to start a new template! You can also click a previously created template to edit it further.


3) Edit the Template

Note: One shortcut for creating your signature template is to simply copy and paste your signature from the email program you use (such as Gmail or Outlook).

  1. Give your template a Title
  2. Add a Subject (for email templates), and Body for your email
  3. Insert Placeholders using the { } dropdown (optional) Learn more about placeholders here.
  4. Attach a file to the template (optional)
  5. Choose Template. If you'd like to learn how to create an Email Signature, we'd recommend this tutorial.
  6. Choose whether or not to share the template with your teammates
  7. Click Save

4) Use Your Template

  1. Click the ✉️ mail+ icon
  2. Choose the template you want to use

Have more questions? Feel free to reach out to us at support@seniorplace.com!

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