Creating a New Template – Upsales Help Center

To create a new template, complete the following steps:

Select Create Template from the top of the Templates list.
Enter the template Name to help you identify this template when using it in email campaigns, flows or one-to-one emails.
Select the user who should be shown as the Sender on the emails using this template.
Enter a Subject for emails that use this template. The Subject line shows in the recipient’s email Inbox, so you want to use text that will grab your reader’s attention.
Enter Preview text for the line or two of text that shows in the recipients email Inbox to describe the email.
Turn the Private template toggle on if you want to be the only user who can access this template.
To include a file attachment with all emails that use this template, select Attach file and locate the file you want to attach.
To start with a standard template to work from, select Use for the template you want to use. Or scroll to the bottom to select Use our text editor to start from scratch.
- Standard templates use the logos, colors and typography that your administrator has set in your Company profile.
- You can use the editor to make changes to the template’s text, images, buttons, column and row design, header, footer and background color.
You can preview the template.
Select Save and exit to save the template.

The template is now available to use with email campaigns and flows.