Create an Email Template

Email templates allow Scorecard administrators to quickly send pre-made emails to users. These templates can be used multiple times and are accessible across all Scorecards your organization has purchased.  

To create an email template, follow these steps: 

1. Locate the email you want to save as a template in the Draft emails bucket.  
2. Click on the email row, and then select Duplicate.  

3. In the pop-up window, select Template.

4. The email template will be saved in the Templates bucket.

5. To use a template, click on the email row and select Copy to Draft.  

If you have any questions about the Communication Module in the Scorecard, please contact your Project Manager.