Go to the menu item Administration -> Email -> Email templates. Choose one of the two options:
- New: create new templates based on the default template. What's the default template?
See below. - Add merge fields, e.g., «My Email», «My first name», «My last name», or «My Job title» from My list, to customize the template. When finished, click on 'Save'.
- Open: open an existing template to adjust its content. When finished, click on 'Save'.
- Choose 'Edit’ to set the subject, some preferences to add attachments, and determine the template tab where the template should be saved. Click on ‘Save’ when finished and close this template builder section.
Personal information for your email signature
Go to the menu item Administration -> User Settings to complete your contact information. Most of the information can be used as a mail merge field in the email template builder (Administration -> Email -> Email templates). So make sure you fill in your profile.
If you upload your company logo, it will be automatically added to the default email template.
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