Configuring a Default Email Template helps to ensure all CRM users are sending out emails using your company's branding. The Default Email Template will be used whenever a CRM user sends an email via the CRM without using an email template.  

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

Navigate to the Settings Centre by clicking on the cog icon in the bottom left-hand corner of the CRM.

Once within the Settings Centre, search for 'Default Email Template' in the search bar.

Step 2: Choose your Default Email Template

Simply choose the email template you wish to set as the Default Email Template from the drop-down list. If you haven't created your email template yet, why not take a look at our article here?

Step 3: Use your Default Email Template

Now that you've configured your Default Email Template, whenever a user wants to send an email without an email template it will default to the previously chosen template. By using the default template, you'll ensure your branding (e.g. fonts types, font sizes and other styling) is always included in emails sent by your employees.  

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