Creating email templates

One of the great features of the idibu integrated email tool is that you can create and save your own email templates. 

You can do this in just a few simple steps.

To create a template

1. Open up the email tool as normal.

2. Insert the email subject for the template you are creating.

3. Start typing the text you wish to use in the body of your email template. You can also insert the same mail merge fields you use when typing an email to send. These will save in your template and work in the same way when your template is used in an email.


You can copy in text from another document to create some of your template, but it's important to first of all copy the text into a plain text doc like notepad. Then copy the text from notepad into your email template. 

This will prevent text formatting issues occurring in the emails you send.

4. When you have completed the details of your template, click 'Save template' at the top of the page.

5. In the title field that appears, type in the name you wish to use for your template. 

6. To complete the process, hit enter or click 'Save template' again.

You can now  use your email template whenever you wish.

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