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How Do I Add Email Templates?

You can save various Email Templates in the system to quickly send your participants frequently sent messages

  1. To set up a template email, start by navigating to Site Settings. Click the gear icon in the top-right corner of the back-end page (mywebsite.playbookapi.com/control_panel)
  2. On the left-hand menu, select Customize Emails, then click Template Email
To create a new template:
  1. Click the Add New Template Email button. A pop-up window will appear where you can start building your template
  2. Fill out the following details:
    1. Name: The internal title/label of the template for you and other administrators
    2. Subject Line: The email's subject line that users will see
    3. From Email: The email address from which the reminder will be sent
    4. Reply-To: The email address where replies will be directed
    5. HTML Content: The body of the email, where you can format the message
Finally, make sure to toggle Is Active to "on" for the template to be available for use and sent out through the system. Press Save to complete the setup