Use email templates in the Compose Email page
Quickly compose emails for common issues by selecting an email template in the Compose Email page instead of manually drafting an email.
Before you begin
Role required: email_composer
Procedure
- Open a Workspace record in your instance.
-
Open the Compose Email page by selecting the menu icon (
) and Compose Email.
-
Select the email templates icon (
) in the email draft.
- Select an email template from the Email Templates panel.
-
Select the menu icon (
), and select Apply Template.