How to Create New Templates

To create new templates

1- From Folders

Follow the instruction in the article How To Add Or Edit A Template In A Folder

2- From Templates

1- Click on the "Marketing" tab in the navigation bar

2- From here Click the "Templates" bar and then respectively click on “Create New Email Templates” or “Create New Text Message Templates” on the left top of the box.

3- It will take you to the text builder of the “Template” tab for E-mails and Texts respectively.

 4- Enter a short description of what the template will be used for. For example, "Email #1 For reaching out to past clients".

 5- Type a subject line for the email.

 6- Fill in your email in the Body field.

  • From within your emails, you can add tags such as the customer first name, last name and your email signature by clicking on the “LionDesk” button from the headers of the email editor.

 7- When you are done typing your template you need to select a folder to stash the Template in. Either select one from the dropdown list, or you can create one by clicking "Add New Folder"

  •  Enter the Folder's name and it Description
  • Click Save


8- Now, select the folder you created (or an existing one) and then click the “Save Template" button.



Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request