Create a Template Email

Email templates allow administrators of Logistics to quickly send previously constructed emails to team members.  Templates can be used multiple times and are available in all Logistics projects your organization has purchased. To create an email template, follow the steps outlined below.

Find the email you would like 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 copy the sent email to draft.  Locate the sent email, select the row, and select the "Copy to Draft" button.  The sent email will now be listed within the "Draft Emails" bucket (Fig. 1).

Fig. 1 - Copy to Draft Button.

Once the email is within the 'Drafts' bucket, select the row for the email and select the "Duplicate" button (Fig. 2).

Fig. 2 - Duplicate Button.

On the next pop-up window, select the "Template" button (Fig. 3).

Fig. 3 - Template Button.

The email will now be listed under the Templates bucket of emails.  When you choose to use any of the Templates, select the row for the email and select the "Copy to Draft" button (Fig. 4).

Fig. 4 - Copy to Draft Button.