This article goes over the Email Templates section on the Platform.

Email Templates

  • The Email Templates section of the Emails tab shows you a list of the email templates. This section provides a space for your dealership to upload email templates to send out.

  • The table shows the Name (of the template), Subject, Description, and the HTML template.

    • The Name will display the name and ID of the template.

    • The Subject will show the subject of the email that is being sent.

    • HTML Template will allow you to view and edit the template.

  • At the top right of this section, you may add a new template by clicking the


    • When you click the + New Template button,

  • You may also search for a template by its name by using the search bar at the top.

The next section of the Emails tab is Exported Reports.

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