Email Templates let you build a reusable email format for the reports and dashboards you send to clients. Instead of writing a new email every time, you can create a template once and apply it to any scheduled report or report sent on demand.

Step 1: Click Templates, then click the Email tab at the top.

Step 2: Click Create Template in the top right corner.

Step 3: In the top left of the Template builder, type a name to identify your template. This name displays on the Email Templates page and in your Template library.

Step 4: Build the body of your email template by typing a slash "/" to insert formatting options like headers, bullet point lists, paragraphs, or numbered lists.

Step 5: Click Save in the upper right when you're happy with the formatting and content of your email.

You can apply an email template to a scheduled report, a report sent on demand, or a dashboard sent on demand.

Step 1: Click the share button on a report or dashboard, or open the Schedule tab at the top of a report.

Step 2: Choose a date range, an optional comparison period, and whether to allow users to change the date range. Click Next.

Step 3: Fill out the recipient and subject info, then click Templates.

Step 4: Click the email template you want to apply, then click Use Template in the bottom right corner to apply it to this email.

Step 5: Review the information and make any final changes to the email, then click Send in the bottom left.

Step 1: On the Templates page, click the Email tab at the top.

Step 2: Click the name of the template you want to change.

Step 3: Make any necessary changes, then click Save in the upper right. Your edits apply the next time you use the template.

Step 1: On the Email tab of the Templates page, hover over a template name.

Step 2: Click the box to select it. This reveals a Delete button in the top left of the table.

Step 3: Click Delete.

Step 4: Confirm you're deleting the correct template in the popup, then click Delete in the popup to permanently remove the email template from your account.

No. The prebuilt templates are designed and provided by AgencyAnalytics. These default templates cannot be deleted.

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