Can I create my own notification templates? If so, how do I go about it?

Modified on Fri, 20 Aug, 2021 at 9:53 AM

Yes, you can create up to 6 custom templates for each type of activity.

Here is how to do it:

Go to the “Settings” section of your account by clicking on the user icon located in the upper right corner of the page, next to your name;
Click on the “Templates” tab located in the left-hand menu;
To create your custom template, click on the “New Template” button.

Note: once created, your template can be used for the second step (Compose) of creating a new activity. Each custom template created will only be displayed according to its type of activity. For example, if you create a Certified Email ™ template, it will only be displayed when creating a Certified Email ™. Also, be aware that you can create a French and an English version for each of your templates.