Use email templates in the mini email composer

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Quickly compose emails for common issues by selecting an email template in the record view instead of manually drafting an email.

    Avant de commencer

    Role required: email_composer

    Procédure

    1. Open a Workspace record in your instance.
    2. Open the mini email composer by selecting the Email tab under the Compose panel.
    3. From the email footer, select the Apply templates icon (Apply templates icon).
      A modal opens with different types of templates.

      Apply templates modal

    4. Select the Email templates tab.
    5. Select an email template from the list.
      Remarque :
      Find the email template you need by using the search bar in the Email templates tab.
      A preview of the selected email template opens.
    6. Add the template to your email by selecting Apply.