Make and use email templates

Save reusable emails with variables, and insert them while writing.

Open Ocalt Email

Steps

  1. Click Templates in the side menu, then Create your first template (or the new template button).
  2. Type the Template name and Subject, then the HTML body and the Plain-text body.
  3. Write a variable as {{name}} wherever a detail changes. If some are used but not declared, click Declare them and give each a description.
  4. Check the Preview and click Create template.
  5. To use it, open Compose, click Insert template and choose it.

Good to know

  • Click Generate from HTML to make the plain-text body from the HTML one.

Still stuck?

Tell us which step stopped you and what you saw on screen. We answer from Support.