Overview
Our new Communication Hub makes creating professional-looking email templates easier than ever, with no coding required. While your old templates won't automatically transfer to the new system, this guide will help you create new ones seamlessly.
Step-by-Step Guide
Accessing Old Templates (if needed):
Navigate to the Communication Hub Dashboard
Look for "Direct Messages" in the blue banner and click it
There you will find your previous templates that can be manually copied or replicated in the new Communication Hub.
Creating a New Template:
Locate and click the "Quick Start" button
Select the type of message you want to create a template for
Building Your Message:
Use the intuitive builder to compose your email content
Saving Your Template:
When you reach the Review stage, look for the "Save as Template" checkbox
Ensure this box is checked to save your work as a template
Accessing Your Templates:
Return to your Communication Hub Dashboard
Find the "Most Used Templates" section Click "See All" to view your complete template library
By following these steps, you'll ensure a smooth transition to the new system while maintaining your workflow efficiency.