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Step 1 | From the Agents & Connections navigation pane, select System > Other> Email Templates. The Email Templates list displays. |
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Step 2 | Enter / select Details for a new Email Template, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click a Save button. The Email Template is added to the database, and all buttons and tabs in the Email Template Details are enabled. |
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The following Email Template Details is for an existing Email Template. See the field descriptions, below, for a description of all fields that display in the Email Template Details.
For information on how to access additional details - such as Metadata and complete database Details - for Email Templates (or any type of record), see Records.
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