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Manage Response Template

Create email templates are used as canned response in [workflow] (/docs/how-to-guides/workflow-automation "Create and Manage Workflow") or when replying to a feedback in contact module.

[Note] To manage email templates you need admin access. Reach out to your Press’nXPress admin user if needed.

Add email template​

  1. Go to the dashboard and select Action Hub > Email templates from the menu.
  2. Click the Create Email template button.
  3. Add a name for the email template. This will help you find it later.
  4. Subject - add the subject of the email that will be sent.
  5. Content - add email content in this section.
  6. Footer - (Optional) add any additional note in this section.
  7. Click the Save button.

Edit email template​

  1. Go to the dashboard and select Action Hub > Email templates from the menu.
  2. Click the Operation button to edit an existing email template.
  3. Make the changes.
  4. Click the Save button. [Note] The email template might be in use in a workflow. Review the workflows to ensure the email template is still relevant to the workflow when you make any changes.

Email template considerations​

You can use following parameters in your email [firstname], [lastname], [company], [email]. These parameters will be replaced with the contacts info when an email will be generated using the template. Don't forget to include brackets [].