Email Templates

An Email Template defines the content and format of the messages sent to recipients.

After accessing this section, the following information will be displayed:

Email Template List The list shows all registered templates and includes the following details:

• Name: The identifying title of the template.

• Last Updated Date

How to Create a New Email Template

To create a new template, follow these steps:

1. Click on "New Template" in the "Start from scratch" section located in the top right corner of the screen.

1. Fill in the following configuration fields:

• Template Name: Enter a name to identify the template.

• Email Subject: Write the subject line that will be displayed to recipients.

• Sender: Provide the sender’s name and email address in the following format: João [email protected]

• Image Tracking (optional): When enabled, the template will include an image that, when clicked by the recipient, will register the email as opened.

• Attach Files: Add files to the template. Supported file formats include: .docx, .pptx, .xlsx, .txt, .html, .ics, .png, and .jpg.

• File List: If files are attached, they will appear in a list. You can delete them at any time using the delete button (trash can icon).

• Search: Represented by a magnifying glass icon, this allows you to search by image name.

• Body: Insert or edit the body of the email using HTML. This field allows full customization of the email content.

• Email Preview: On the right side of the screen, preview the email based on the content you’ve entered.

1. Click “Save” to complete the creation of the email template.