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Insert an Email Template

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Bytimothy A
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Overview:
The Email Template feature allows you to quickly insert prewritten email content into your message. This helps save time and ensures consistent communication when sending emails.

Follow the steps below to insert an email template in the Messages module.

Step 1: On your Dashboard, navigate to the Messages tab under the Communications section. 
Step 1: On your Dashboard, navigate to the Messages tab under the Communications section.
Step 2: Select a message, then click on it. 
Step 2: Select a message, then click on it.
Step 3: Click the Email tab to proceed.
Step 3: Click the Email tab to proceed.
Step 4: After opening the Email tab, click on Insert Email Template to add a template.
Step 4: After opening the Email tab, click on Insert Email Template to add a template.
Step 5: A pop-up window will appear, showing the My Templates section, where all user-created templates can be found, and the Deposyt Templates section, where all the default templates can be found.
Step 5: A pop-up window will appear, showing the My Templates section, where all user-created templates can be found, and the Deposyt Templates section, where all the default templates can be found.
Step 6: In the My Templates section, you have the ability to create a new template and also a new folder for better organization. 
Step 6: In the My Templates section, you have the ability to create a new template and also a new folder for better organization.
Step 7: Existing folders can also be renamed or deleted if needed by clicking on the three-dot menu.
Step 7: Existing folders can also be renamed or deleted if needed by clicking on the three-dot menu.
Step 8: From Deposyt Templates, you can access all the premade templates ready for use. You can choose a template based on your needs by selecting from the available folders.
Step 8: From Deposyt Templates, you can access all the premade templates ready for use. You can choose a template based on your needs by selecting from the available folders.
Step 9: To view a template inside a folder, click the folder.
Step 9: To view the template inside the folder, simply click on a folder.
Step 10: All premade templates from the selected folder will be displayed. Click a template to select it.

Step 10: All the premade templates from the selected folder will be displayed. From here, you can select a template by simply clicking on it.
Step 11: Click the Insert button after making your selection.

Step 11: Once selected, go ahead and click the Insert button.
Step 12: You can now see that the selected template has been applied.
Step 12: You can now see that the selected template has been applied.

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