1. Overview

This article explains setting up email templates and the account information to review before making a change.

Use your Dashboard to review the available email and Workspace details.

2. Planning a Template

The information shown may include:

• Current email connection details

• Workspace information relevant to email activity

• Available notification or delivery status

Review the current information before continuing so the next step fits your account.

3. Creating Email Content

Your Dashboard provides the information relevant to setting up email templates.

Before you continue, confirm that your account and Workspace details are current.

• Review the available email information before you continue.

• The available settings may affect:

• Email activity associated with your account

How Workspace updates are delivered

4. Reviewing Template Details

Start from your Dashboard and review the relevant email or notification settings.

Follow these general steps:

• 1. Open the relevant email or notification settings from your Dashboard.

• 2. Review the available information and continue with the selected action.

Check the confirmation details shown for your account before you finish.

5. Saving a Template

The available information provides context for the selected email or notification action.

• Review the current account status and Workspace details.

• Keep relevant email information available for your records.

Use the information displayed in your Dashboard rather than relying on assumptions.

6. Workspace Context

Your account may show details related to setting up email templates.

• Depending on your Workspace, review:

• Current email activity

• Notification preferences

• Available delivery information

Relevant Workspace details

• Keeping these details current makes future email review easier.

• Review the available email information before you continue.

• Relevant email and notification information

7. Keeping Content Current

Review settings and activity regularly to keep your Workspace information accurate.

• Review the available email information before you continue.

• Your Dashboard provides a practical reference for email and notification details.

• Use the available information when you need to review a change.

• Review the available email information before you continue.

Keep relevant account details available when you need to follow up.

8. Using Templates Carefully

Current status may change after you update an email or notification setting.

• Review your Dashboard for the most recent information.

• Review the available email information before you continue.

Use the information shown for your account before repeating an action.

9. If a Template Is Unavailable

Setting Up Email Templates is easier to manage when you review current Workspace details first.

• Have these details ready:

• Current Workspace information

• Relevant email or notification details

The information in your Dashboard is the best starting point when you need help.

10. Key Takeaways

• Review available settings before acting

• Check Workspace details before confirming

• Keep relevant email information current

• Review activity after a change

• Use the displayed account details as a reference