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Create Office-Specific Email Templates

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Office-specific email templates provides additional filter criteria to email templates so that users can avoid scrolling endlessly through irrelevant templates designed for other offices.

Click the Configure icon configure.png in the upper right-hand corner and navigate to Email Templates on the left-hand panel.

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Place a check next to next to Enable Office-Specific Templates.

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Once office-specific templates are enabled, you can assign new or pre-existing email templates to a specific office or multiple offices.  

Note: Any pre-existing email templates created before the option was enabled will default to Anywhere and must be edited manually.

To update a pre-existing email template so that it is assigned to a specific office(s), navigate to the template and click the Edit icon edit.png in the same row.

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From the Edit Custom Email Template page, navigate to the Office field and uncheck Anywhere. Use the provided field to select one or more offices from the dropdown menu

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When you have finished editing the email template, navigate down the page and click Save.

With office-specific email templates enabled and configured, users can select an office when sending emails to filter the list of available templates to choose from.