Emails
How to the three main tabs
The page is organized into Email Settings, Email Templates, and SMS Templates. This separates global brand and sending settings from the actual template library so operators can control both the look of messages and the specific message types sent throughout the customer journey.
The page is organized into Email Settings, Email Templates, and SMS Templates. This separates global brand and sending settings from the actual template library so operators can control both the look of messages and the specific message types sent throughout the customer journey.
The three main tabs
The page is organized into Email Settings, Email Templates, and SMS Templates. This separates global brand and sending settings from the actual template library so operators can control both the look of messages and the specific message types sent throughout the customer journey.
- Email Settings is where global branding and sending setup live.
- Email Templates is where operators jump into specific template records.
- SMS Templates is where text-message template management lives when messaging is enabled.
Tips
- Finalize global email branding before rewriting templates so the previews and final messages reflect the same visual system.
- Verify the sending domain before scaling campaigns or operational email volume.
- Review the full template library, because many customer events use different templates than teams initially expect.