How to Manage Email Templates

Email Templates are a great way to manually send emails that you plan to send out multiple times from the site. This article will help explain how to manage your email templates within your SurveyMonkey Apply site.

In this Article...

• How to Access Email Templates
• How to Create a New Email Template
• How to Edit an Email Template
• How to Delete an Email Template

How to Access Email Templates

To access email templates:

1. Go to Settings
2. Click More
3. Click Emails
4. Go to Email Settings
5. Go to the Templates tab

How to Create a New Email Template

There are two ways to create an email template in the site:

• Through the Email Section
• Through Manage Users/Manage Applications

Through the Email Section

In order to create a template through the Email Section

1. Within the Emails Settings, go to the Templates tab.
2. Click Create Template
3. Provide a Title for your template. This title is for internal purposes and will not be sent out within the email.
4. Enter the Subject of the email
5. Optional: Add any attachments that you require to be sent out to your users.
6. Enter your email body
7. Click Save

TIP! Use Piping Variables to personalize the subject line and email body based on the user receiving the email.

Through Manage Users/Manage Applications

In some cases, you may already be in the midst of sending an email through Manage Users or Manage Applications. If this is the case:

1. Finish Drafting your email
2. Before sending, click Save as Template
3. Add a Name/Title to your template. 
4. Click OK

Your email template will be saved within the Templates tab and will be available to ALL administrators in the site. It will be labelled by its Title and the Subject line. You will be able to Edit or Delete this template at a later time if you need to.

How to Edit an Email Template

To edit an email template:

1. Within the Emails Settings, go to the Templates tab.
2. Click on the Edit icon beside the Email template.
3. Make any alterations you need to the Title, Subject, Attachments and/or Email Body.
4. Click Save.

How to Delete an Email Template

To delete an email template:

1. Within the Emails Settings, go to the Templates tab.
2. Click on the Trash icon beside the Email template.
3. You will be asked, "Are you sure you want to delete this template?"
4. Click Yes to confirm.

Any deleted email templates cannot be retrieved within the site.