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:

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