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How do I create quick templates when sending emails?

When you want to respond to your requests by e-mail, you can create quick templates yourself on the system without having to write any code.

1. Go to the Settings page, select the Templates submenu on the left.

2. Click the Add templates button.

3. Add the name and description for the Quick template you want to add.

4. Click the Add Action button. Choose from the default quick templates. Prepare your message text.

5. Click Save to create the quick template.

For more information on how to use quick templates, please visit the article “How can I use quick templates when sending emails?”.

Updated on November 4, 2023

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