You can create email templates to use with your promotional activities. This article shows how.

1. Click Marketing → Templates (on some accounts: Marketing → Email & templates → Templates). You need to be an administrator or have the Marketing access permission to see it:
   
   
    
2. Click Create template from the top of the Templates list.
3. Enter an Internal template name to help you identify this email template when using it in email campaigns, flows or one-to-one emails:
   
   
   
    
4. Choose what to start from: Team templates, Past email campaigns, Upsales templates, Start with a blank template or Use the simple text editor:
   
   
   
    
5. You can also search for templates by their labels:
   
   
   
    

6. You can label templates to make them easier to find. Click + next to Labels:

   
   
    

   Now when you upload an template, hover over it, and click the tickbox:

   

    

   Click Select label and choose the label:

   

   You can now click the label name to sort templates by label:

   

   To edit or delete a label, hover over it and click the edit or Trash icon:
   
   

   The default "Created by Upsales" labels are for profile images and images uploaded to companies and contacts. 
   
    

7. Edit the template design and click Settings:
   
   
   
    
8. Select the Sender 
9. Enter a Subject 
10. Enter Pre-header text (a line or two of text that shows in the recipient's email Inbox before they open it)
11. Toggle the Private template if you want to be the only user, except for system administrators, who can view this template:
    
    
    
    
     
12. To include a file attachment, click Attach file and locate the file (maximum 25MB in total):
    
    
    
     
13. Click Save and exit and the template is ready to use with email campaigns and flows.