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Distribution Templates

This guide explains how to use email templates to streamline repetitive email tasks.

Updated over a month ago

Creating a New Email Template

Step 1: Navigate to Distribution and Compose.

Step 2: Compose the email from which you want to create your template.

Step 3: Once satisfied with the content, Save As Template.

Step 4: Choose whether you want the template to include the subject, message body, recipients, or any combination.

Step 5: Optionally, you may include the latest version of a specific file. Multiple file options can be selected.

If this option is selected, decide which category file to attach. This is particularly useful for welcome emails that require the latest version of a Crew List or Script.

Step 6: Finally, name the template.


Loading a Template

Step 1: To load a pre-existing template, select a template from the drop-down list in the Compose screen.

This action will replace the subject, body or recipients as per the template settings.

Step 2: Proceed to amend and send as per your needs.


Managing a Template

Step 1: Load the template to edit, and make all necessary changes.

Step 2: Under template options, choose to save and overwrite the existing template, save as a new one, or delete it.

When saving, all additional Template Options will be available.

Note: Email templates are shareable across all admins.

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