Interested in customizing your Templates? Find out how below.

Configuring Templates

Using the Configuration Options available, you can easily format your Email Templates.

To view Configuration Options, first navigate to Templates. Next, create or edit a Template to view the following:

Template Name (1)
Email Subject (2)
Attachments (3)
Variables (4)
Formatting Options (5)
Message Body (6)

Template Name

The Template Name field is the internal name for your template. This will not be included in the message.

Email Subject

The Subject field is the subject of your email message, and will appear in the recipient's inbox.

Attachments

The Attachments drop-down menu (1) enables you to select an existing attachment to include with the message. Or, use the Add New Attachment button (2) to upload a new attachment.

Note: Many email providers do not accept large attachments. We recommend attaching files which are smaller than 10 MB to avoid potential delivery issues.

Variables

Variables allow you to personalize your message with information about your Leads stored in your CRM Fields, such as their name. Learn more about working with Variables here.

Formatting Options

Using Formatting Options, you can change the appearance of the text in the Message Body and add formatting, links and images to style your message.

Available options:

Button	Name	Function
	Bold	Apply bold to text.
	Italic	Apply italics to text.
	Underline	Apply underline to text.
	Strikethrough	Apply strikethrough to text.
	Align Left	Align text to left.
	Align Center	Align text to center.
	Align Right	Align text to right.
	Justify	Justify text.
	Decrease Indent	Decrease the indent of text.
	Increase Indent	Increase the indent of text.
	Subscript	Use subscript text style.
	Superscript	Use superscript text style.
	Undo	Undo the last change.
	Redo	Redo the last undo.
	Numbered List	Insert a numbered list.
	Bulleted List	Insert a bulleted list.
	Horizontal Line	Insert a horizontal line.
	Table	Insert a table.
	Styles	Use pre-formatted inline and block text styles.
	Format	Use text formats such as headers.
	Font	Select from a variety of fonts.
	Size	Select a text size.
	Text Color	Select a text color.
	Background Color	Select a background color.
	Remove Formatting	Remove formatting from selected text.
	Image	Insert an image.
	Asset Manager Images	Upload images in bulk to create an image gallery to choose from later.
	Add Link	Add a HTML link.
	Remove Link	Remove a HTML link.
	Edit Source Code	Edit the HTML Source Code.
	Maximize Window	Enlarge the Message Body to fill the entire screen.