Use email templates in the Compose Email page

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • 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

    1. Open a Workspace record in your instance.
    2. Open the Compose Email page by selecting the menu icon (More UI actions icon) and Compose Email.
    3. Select the email templates icon (Email Templates icon) in the email draft.
    4. Select an email template from the Email Templates panel.
    5. Select the menu icon (Menu icon), and select Apply Template.