When editing or creating an Email Template, add a Tag to make it easy to find that Email Template in a search. This will also allow you group and categorize similar Email Templates. Tag searches can be found by following these steps:

  1. Playbooks menu
  2. Email Templates
  3. Click the 'Filter' box

The search can also be found when sending an email

  1. Open a Person
  2. Select the Email icon at the bottom of the page
  3. Select the Email Template icon.


Share an Email Template with your team. This will allow your teammates to use the template without needing to create their own. Follow these steps to share an Email Template:

  1. Playbooks menu
  2. Email Templates
  3. Select the desired Email Template
  4. Click the switch to the left of 'Share with my team'
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