How to Create Email Templates

Leverage email templates in ClearSlide to drive efficiency and productivity for yourself and your team.

  1. Navigate to the Email Templates page by expanding the 'Emails & Links' tab and selecting 'Email Templates'.
  2. From within the Email Templates page, select the "Create New Template" button.
  3. Name your template using your organization's naming conventions.
  4. Add your template text or HTML source code.
  5. Allow other users access to your template, or keep it just for yourself!
  6. Save your template and you're done!
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