Use email templates in the mini email composer

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Quickly compose emails for common issues by selecting an email template in the record view instead of manually drafting an email.

    始める前に

    Role required: email_composer

    手順

    1. Open a Workspace record in your instance.
    2. Open the mini email composer by selecting the Email tab under the Compose panel.
    3. From the email footer, select the Apply templates icon (Apply templates icon).
      A modal opens with different types of templates.

      Apply templates modal

    4. Select the Email templates tab.
    5. Select an email template from the list.
      注:
      Find the email template you need by using the search bar in the Email templates tab.
      A preview of the selected email template opens.
    6. Add the template to your email by selecting Apply.