1. Go to Marketing > Templates.


2. Click “Create Template.”


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3. Name the Template and add a subject

• The subject will be the default subject of the received email, if no changes made when creating a newsletter/drip campaign.

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• Brokers will have the option to create a company or personal template and can limit the access to Administrative accounts.


4. Select one of the Template layouts

• Some templates layouts will require additional information to be entered on this page


5. Click the Save button

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6. Make any edits to the formatting of the template in the wysiwyg editor.


7. Click “Save Template.”

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