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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.
- Navigate to Admin > Saved Template Maintenance
- Click Add New Template
- In New Template Name enter a description for the template that will appear on drop down menus
- Click Submit
- Next to the template created, click Select
- 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
- Double click within the palette to enter text or modify the content of the saved template
Note: The underlying HTML/CSS may be modified by clicking the edit button - Click Save
Using Saved Templates
- Add an activity to an individual
- Within the activity, next to Email - Notes click +
- In the Email template drop down choose the Saved Template
- Under the Email template drop down click the envelope icon
- 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 - Click Save And Email
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