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How do I add Email Templates?

Updated over a week ago

📝 Steps to Create a New Email Template

  1. Go to Settings → Templates & Files → Email Templates
    (You’re already on this page.)

  2. Click the “New Template” button at the top of the Email Templates list.

  3. A “New Email Template” editor will open.
    In this editor, you’ll need to fill out the following fields:

    • Title: Name your template (e.g., “Booking Confirmation”).

    • Subject Line: What will appear in the email subject.

    • Body: Write your message here. You can include merge fields (placeholders like {contact.first_name}) to automatically insert data such as the guest’s name or event details.

    • Attachments (optional): Attach any relevant files, like contracts or proposals.

    • Template Category (if available): Choose which category or purpose this template belongs to (like “Proposal,” “Invoice,” etc.).

  4. Preview or test the email

    • Some versions of Event Temple let you preview or send a test email before saving.

  5. Click “Save” or “Create” to finalize your new template.

  6. The new template will now appear in your Email Templates list, and you can use it when sending communications through Event Temple.

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