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 My Settings > Email Templates & Signatures
- Navigate to the profile menu
- Click My settings
- 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).
- Give your template a Title
- Add a Subject (for email templates), and Body for your email
- Insert Placeholders using the { } dropdown (optional) Learn more about placeholders here.
- Attach a file to the template (optional)
- Choose Template. If you'd like to learn how to create an Email Signature, we'd recommend this tutorial.
- Choose whether or not to share the template with your teammates
- Click Save
4) Use Your Template
- Click the mail+ icon
- Choose the template you want to use
Have more questions? Feel free to reach out to us at support@seniorplace.com!