The following steps will show you where to create a basic email template.
To learn more about how to pull in contact info using mail merge, please see our article "Using Mail Merge in an Email."
Click ✎ Edit Templates on your Send Email App.
This opens your Email Template List, which displays all your active email templates. Click ⊕ New Email Template to open the New/Edit Email Template screen.
The New / Edit Template screen has the following fields:
Name: This is what shows up on the email template list. Choose a unique, descriptive name.
Assigned To: Assign the template to a Method user. By default, this template is assigned to the user signed in.
Add an email recipient (“To”), a default sender (“From”) and copy or blind-copy recipients (“CC”, “BCC”) if applicable.
Type the Subject for the email.
Fill in the Body of the email using the text editor.
Email Template is Hidden: Some templates are specific to Method-generated emails (like notifications to users). Method can access hidden templates, but users won’t see it nor can they select it in dropdowns.
Category: Choose a category that reflects the purpose of this template, or the department it's most likely to be used by. You can create your own categories by selecting New / Edit Template Category in the dropdown.
Attachments: Drag in files you want attached to the email.
Click Save to save your new email template.
Here are some resources on creating HTML Email templates: