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How Do I Add Email Templates?

You can create and save email templates within the system to quickly send frequently used messages to participants. Follow the steps below to set up and manage your email templates.

Step-by-Step Guide to Adding an Email Template

Step 1: Navigate to Site Settings

  1. Log in to your Playbook back-end page: mywebsite.playbookapi.com/control_panel

  2. In the top-right corner, click the gear icon to open Site Settings.

Step 2: Access Email Customization

  1. In the left-hand menu, select Customize Emails.

  2. Click on Template Email.



Step 3: Create a New Template

  1. Click the Add New Template Email button.

  2. A pop-up window will appear where you can start building your template.

Step 4: Fill Out Template Details

Complete the following fields in the pop-up window:

  • Name: The internal title or label of the template, which will help you and other administrators identify it.

  • Subject Line: The subject line that users will see in their inbox.

  • From Email: The email address that the message will be sent from.

  • Reply-To: The email address where replies will be directed.

  • HTML Content: The body of the email, where you can format the message as needed.



Step 5: Activate and Save the Template

  1. Toggle the "Is Active" switch to "on" to make the template available for use.

  2. Click Save to complete the setup.

Important Notes

  • Template Name: Choose a clear and descriptive name to easily identify templates later.

  • Is Active Toggle: Make sure this is turned on for the template to be usable.

  • HTML Content: Ensure the message body is formatted correctly for better readability.

Summary

To create an email template, navigate to Site Settings > Customize Emails > Template Email. After filling out the template details and saving it, make sure to toggle the Is Active option to make it available for use.