Create a Template Email

Email templates allow administrators of the Mobile App to quickly send previously constructed emails to users.  Templates can be used multiple times and are available in all Mobile App events your organization has purchased.

To create an email template

Find the email you wish to create a template for within your Draft Emails bucket.  If you would like to create a template for an email that was previously sent, first duplicate the sent email.  Then, the email will be listed within your Draft Emails bucket.

Next, select the row for the email and then select the blue 'Make Template' button (Fig 1).  Then, select  the blue 'Template' button to continue.

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Fig. 1 - Make Template button.

The email will now be listed under the Templates bucket of emails.  When you need to use a Template email, select the row for the email.  Then, select the blue 'Copy to Draft' button (Fig 2).  

Image of Copy to Drafts button.

Fig. 2 - Copy to Drafts button.

Next, select the red 'Yes' button to proceed (Fig. 3).  

Image of Copy to Draft confirmation.

Fig. 3 - Copy to Draft confirmation.

This will take you directly into the email editor.  Or, you may choose to continue to the email editor by selecting the blue 'Edit' button from the drafts bucket.

If you have questions regarding  the Communication page within the administrative side of the Mobile App, please reach out to the Mobile App Team via Question Boomerang.

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