Create a Basic Email Template

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."

1. Click ✎ Edit Templates on your Send Email App. 

   

2. 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.

   

3. 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.

4. Click Save to save your new email template.

Here are some resources on creating HTML Email templates:

• 1100+ Free HTML Email Templates - from Stripo.

• Really Good Emails