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Create an email template

Save time on communications by creating frequently-used email templates

Updated over 4 months ago

To save you the time of composing the same message over and over, create reusable email templates, which you can then insert into your communication with a few clicks.

  1. From the top navigation bar, click Templates > Emails

    1. Here, you’ll see any email templates you’ve already created, as well as example templates we’ve provided

  2. You can choose to work off of any of the existing email templates, or start from scratch by clicking Create New > Email

  3. From the email edit screen, you can:

    1. Edit the template name

    2. Change the email subject line

    3. Add text

      1. Consider using email smart fields to automatically pull in information

    4. Insert a link

    5. Add your email signature

  4. If you'd like to add an attachment (e.g. a PDF, an image, etc.) to this email template, click the paper clip icon in the tool bar

    1. Then, choose a file or image from your Library, or upload something new

    2. At this time, images/gifs cannot be embedded in the body of emails; they must be added as attachments

All changes will save automatically, so you're good to go whenever you're finished with your edits. You can now use your email template whenever you're sending an email.

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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