Xeople Knowledge Base

Configure Email Templates

Email Template is a pre-designed and formatted structure for composing emails, often used for repetitive or standardised communication, enabling quick and consistent creation of messages with predefined content, layout, and styling.

To configure Email Templates, proceed by following the steps outlined below:

• Click on the Profile picture and select My Profile from the drop-down menu.
• Click on Email Templates from the left navigation panel.
• Click (+) to add a new email template.
• Enter the details in the respective fields and click on Save.

Email Template – Add Email Template – Save

• Your created email templates will be readily available for use when sending emails or scheduling meetings within the system. Simply access them under Insert Template > My Templates, saving you time from manual composition.

Insert Template – My Templates

• If you wish to modify or remove the added email template, click the three-dot button and select Edit or Delete from the drop-down menu, as required.

Email Template – Edit or Delete