Create email templates to use with your promotional activities.
To create a new email template, complete the following steps:
- Click Marketing → Templates:

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Click Create Template from the top of the Templates list.
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Add the template Name to help you identify this email template when using it in email campaigns, flows or one-to-one emails:

- You can now choose whether to start with a template that you adapt, a blank template, or code from scratch:

- You can also search for templates by their labels:

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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.
- Edit the template design and click Settings:

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Select the Sender
- Enter a Subject
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Enter Pre-header text (a line or two of text that shows in the recipient's email Inbox before they open it)
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Toggle the Private template if you want to be the only user, except for system administrators, who can view this template:

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To include a file attachment, click Attach file and locate the file (maximum 15MB):

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Click Save and exit and the template is ready to use with email campaigns and flows.