Working with Templates – Upsales Help Center

Templates are an easy way to send branded emails based on your company's profile.

Video 3.14: How to create a template

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Opening the Templates list

To view your existing templates, complete the following steps:

Click Marketing → + → Template:
Select one of the following:
- My templates - to see a list of templates you have created
- Public templates - to see a list of shared templates you can use
- Saved templates - for any of your saved lists

The list of templates you selected is displayed.

The Templates lists provide an overview of information about the templates that have been created:

Name - shows the name you assigned to this template
Subject - shows the Subject line that recipients of emails using this template will see in their email Inbox
User - shows who created this template

To find a specific template in the list, enter the first few letters of the name of the template in the Quick Search field at the top right.

To customise your Templates list, you can:

Once you have customised a list, you can save that view to return to it easily later.