Email Templates allow you to create custom headers and footers that you can apply to email communication with customers. 

Instructions

1. Navigate to Configuration > Templates > Email Templates
   
2. Click Create Email Template
   
   
3. Fill out the following fields:
   
   
   • Name: Add a name for the template
   • Header: Use the editor to add a custom header for the email
   • Footer: Create a custom footer
4. Click Save New Email Template
   
   

Resources

• Contact Customers from the Roster
• Send Communication Type Report
• Send a Mass Email to Customers