Email templates are reusable email messages that you can create and save in Easify. They help you save commonly used email content and reuse it when composing emails or email campaigns.
You can organize templates into groups and manage them by creating, editing, copying, sharing, or deleting them.
Email templates must be added to a template group. Create a new group or use an existing group before creating a template.
If you don’t already have a suitable group:
Go to Email > Templates from the navigation bar.
Click Add New Group.
Enter a Group Name and select the Group Type.
Click Add.
The new group will be available for adding email templates.
Using the navigation bar, go to Email > Templates.
Open the template group where you want to add the template.
Click Create Template.
Enter a Template Name.
Add CC and BCC recipients, as required.
Enter the Subject. Choose a Subject Merge Field if you want to personalize the Subject line for your recipients.
Set the Template Status to Active or Inactive.
Compose the email body using the editor. You can also use AI Compose to generate the email based on your instructions. Use the Subject Merge Field to personalize the email content.
Click Add Document to add attachments, if required.
Click Save.
The email template will be saved in the selected template group and can be reused when composing emails or email campaigns.
Follow the video tutorial below to learn how to create an email template in Easify.
You can manage email templates and template groups from Email > Templates.
Open the relevant template group and click Templates. From the template's action menu, you can:
View - View the template details and content.
Edit - Update the template.
Copy Template - Copy the template to another user. The copied template can be edited by the user.
Share With Users - Share the template with other users. They can view and use it but cannot edit it.
Delete Template - Delete the template.
From Email > Templates, open the action menu for the required group. You can:
Add Template - Add a new template to the group.
Edit Group - Update the group details.
Copy Template Group - Copy the group to another user. The copied group and its templates can be edited by the user.
Share With Users - Share the group with other users. They can view and use its templates but cannot edit them.
Delete Group - Delete the template group.
Note: Copy allows the recipient to edit their copy, while Share With Users allows them to view and use the template or group without making changes.
Watch the video below to learn how to manage email templates and template groups in Easify.
