myClients: How to find Email Templates

2. You can access all downloadable templates via "Add Email Template" button.

3. Templates are listed in alphabetical. You can also sort by filter to find templates more easily.

4. Scroll down and select the Template you'd like to use.

5. You will now see a preview of the email template you selected in your list. Here you can rename the template and choose to organize it into a folder.

CLICK ON "Create & Start Editing

6. You'll now be taken to a screen where you can edit and customize the template. If you are making any changes, be sure to click on "Save Changes"

Then Done Editing Content:

7. On the next screen you'll be able to see a preview of your template and be able to attach files or intelligent links; as well as send a test email to the MailMerge email in your account. Be sure to hit Save before leaving this screen:

6. You will now see the email template you selected in your list.