How to Create a New Template

Follow this simple guide to save time by creating templates that include tags for customizable personalization.

Step 1: Go to Templates

To create a new template go to Tools and choose Templates.

Step 2: Create Template

On the right-hand corner click the “Create new” button.

The following window appears on the right-hand side.

Set Template name and write the text.

Use Tags to automatically pull information, such as Customer Name, Order ID and more.

Step 3: Save & Finish

Once done, hit Save and the new entry will appear in your Templates list.

Note: You can click on the pencil icon next to an existing template to make any edits or changes.