Saved Templates

About Saved Templates

A saved template is a block of pre-configured text, HTML, CSS and/or images that can be inserted into a workflow and emailed. For example, while assigning an activity, a user could select a saved template that will be emailed to the individual to which the activity is applied.

Create Saved Template

Permission #1175 is required to access this function. Example Saved Templates. Drag the elements on the right into the content on the left.

Open

The saved template creation tool. Drag the elements on the right into the content on the left.

1. Navigate to Admin > Saved Templates

2. Click Add New Template

3. In New Template Name enter a description for the template that will appear on drop down menus

4. Click Submit

5. Next to the template created, click Select

6. From the right-hand column click and drag the desired element such as creating columns, adding text or adding a button into the palette on the left

7. Double click within the palette to enter text or modify the content of the saved templateNote: The underlying HTML/CSS may be modified by clicking the edit button

   Open

   

8. Click Save

Using Saved Templates

1. Add an activity to an individual 

2. Within the activity, next to Email - Notes click +

3. In the Email template drop down choose the Saved Template

4. Under the Email template drop down click the envelope icon

5. In the new window that appears change or modify any information, including adding a subject line
   Note: The body of the email (the saved template) cannot be modified

6. Click Save And Email