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Frequently Asked Questions

How do I create an email template?

Keyboard shortcut To create an email message, press CTRL+SHIFT+M. In the message body, enter the content that you want. In the message window, click the File tab. Click Save As. In the Save As dialog box, in the Save as type list, click Outlook Template. In the File name box, type a name for your template, and then click Save.

How do I set up email templates?

How to set up a new email template Click the Emails tab on the left navigation bar. On the Emails page, click the Email Templates tab near the top of the page. Click the New Template button. Enter a template name. This is the name that your Insightly users will see on their template selection list—this will not be visible to email recipients.


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