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

Step 1: Go to the Settings Centre

Navigate to the Settings Centre by clicking on the cog icon in the bottom left-hand corner of the CRM. Please note: you will require administrator rights in order to access the settings centre.

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 that 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 Configuring your Email Templates article here!

Step 3: Use your Default Email Template

Now that you have 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 will ensure your branding (e.g. fonts types, font sizes and other styling) is always used correctly.  

Did this answer your question?