Templates Overview

Here you can view, manage, and create email templates.

To get to the Templates page, navigate to Cadence Management > Email > Templates

Create personalized email templates to save time in a user’s day when performing email touchpoints. 

In the Templates Table you can search for templates and see the template name, version number, status (active only; draft coming soon), created at time and updated at time. You can also perform actions: create template, view template, create new version of an existing template, delete template and duplicate template (coming soon).

Note: If deleting a template with multiple versions, all versions will be deleted.

At the moment it's not possible to duplicate templates, add attachments to templates, save draft templates or use HTML in templates.