How to add an email template?

To add an template:

• Go to Settings > Templates > Email, click Add.

• Provide a subject line and the email content you frequently use.
  Note: The subject line you provide here will reflect only if there is no subject in the email while you choose the template.
• You can also use dynamic text in the emails templates, on typing % the text suggestion list will appear.

• You also have an option to preview the template before you save. 

• Then, choose the departments for which you would like to associate the template. 
  Note: Only if you have chosen Department in the Portal Settings > Email Configuration > Grant access to email templates section, this option will appear in the templates section.
• Click Save.

• You can also view the performance report of the template in the overview page.