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How do I create quick templates when sending emails?

When you want to respond to requests via email, you can create quick templates in the system without writing any code.

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

2. Click the Add Template button.

3. Enter the name and description for the quick template you want to create.

4. Click the Add Action button. Choose from the default quick template actions and prepare your message text.

5. Click Save to create the quick template.

For more information on how to use quick templates, please see the article: “How Can I Use Quick Templates When Sending Emails?”

Updated on June 12, 2025

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