Create a Template

Use these steps to create email templates that you can send to specific distribution groups.

To create a template:

1. Under the Setup menu section, go to Notifications > Email Alerts > Templates.
2. Click + Create Template.
3. In the Create Template wizard that displays:
   1. Specify a name for the template in the Name field. This is a required field.
   2. Provide a brief description in the Description field.
   3. Specify an email address to display as sender of the email alert in the Reply-To-Email Address field. This is a required field.
4. Click Create Template.