Use email templates in the mini email composer

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 ().
   A modal opens with different types of templates.

   

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.