Create Email Templates

Click Templates, then click the Email tab at the top. Click Create Template in the top right corner.

In the top left of the Template builder, type in a name to identify your template. This will display on the Email Templates page and in your Template library.

Next build the body of your email template by using slash '/' commands to insert formatting options like headers, bullet point lists, paragraphs, or numbered lists.

When you're happy with the formatting and content of your email, click Save in the upper right.

Email templates can be applied to scheduled reports as well as reports and dashboards that you send on demand.

Click the share button on a report or dashboard, or open the schedule tab at the top of a report.

First, choose a date range, an optional comparison period, and whether to allow users to change the date range. Click Next.

In the next step fill out the recipient and subject info, then click Templates.

Click the email template you wish to apply, then click Use Template in the bottom right corner to apply it to this email.

Review the information and make any final changes to the email before clicking Send in the bottom left.

On the Templates page, click the Email tab at the top, then click the name of the template you want to change.

Make any necessary changes, then click Save in the upper right. Your edits will be reflected in the email the next time you apply the template.

On the Email tab of the Templates page, hover over a template name, then click the box to select it. This will reveal a Delete button in the top left of the table.

Click Delete then confirm you are deleting the correct template in the popup. Click Delete in the popup to permanently remove this email template from your account.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄