Adding E-mail Templates

To add an e-mail template group:

  1. Go to Business Setup > All Settings > E-mail Templates.
  2. Find the e-mail action you want to add an e-mail template to and click Add Template.
  3. Fill in the necessary information.
  4. Click Save.
  5. Click Add Locale button in the middle of the page. Set up the following:
  6. Reload Options: If you need to reload the original email templates, perform the following steps:
    1. Select the template you want to reload.
    2. Reload HTML. Select Yes.
    3. Reload Text. Select Yes.

      Caution: This will replace this existing template. Make a backup of your existing template if you do not wish to lose it.

  7. Scroll to the bottom of the page, and click Save.