Email Templates can be used to quickly send pre-created emails to customers. This can save time and ensure that email content and formatting is consistent. This article explains how to send an email using an Email Template from a record such as an Order or an Estimate.
For more information on template creation, please see Creating and Editing Email Templates.
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Using Email Templates
To send an email using a template:
Navigate to the record the template is for (for example, open an Order from Sales / Orders or an Estimate from Sales / Estimates).
1. Click the email icon to open the email composer.
2. Select the desired Email Template from the list or dropdown. The subject and body will populate from the template; merge fields will fill in with data from the current record.
3. Enter or change any information as needed (for example, recipient, subject, or body).
4. Select Send Email.
Note: Only templates whose record type matches the record you are on (for example, Order templates when you are on an Order) will be available to select.
