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How to create and customize an email template

Maria avatar
Written by Maria
Updated over 4 months ago


How to create and customize an Email Template

2. Hover over templates and select Email & SMS Templates

3. Click "Template Library"

4. Select a template from the appropriate grouping (e.g. Leads, Events, Invoices)

5. Click "Save"

6. Click template you want to edit and you’ll be taken to the editor screen.


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