How to Create an Email Template

Step-by-step guide

Click on "Email Tools".

Here you can see the current email templates. Click on "Create Template".

Fill out the template form and type your template in the Template Body.

When finished, click "Create Email Template".

Using Your Template

From the Email Tools page, find the template that you want to use.

Click on the Companies drop down and select the company you want to email or select "All Companies" to email all companies.

Check and Update Email Targets

Some email templates are editable. On those that are, you can change the email target for emails heading to various companies. Below are the current options.

Next, click on "Review and Send Email".

Your template subject and body will now show up in the email. Review your email then click "Send".

CM Jobs Help