> For the complete documentation index, see [llms.txt](https://knowledge-base.myappz.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge-base.myappz.ai/home/lead-automation/email-templates.md).

# Email - Templates

{% embed url="<https://www.loom.com/share/2dd62b493d374f3eb3931d7bc7d87c03?sid=2f05c937-7745-4a98-bbfe-0dfa5bfcd17f>" %}

**Step 1: Click on email >> Click on templates.**

<div align="left"><img src="https://2134630697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHH6BEHjheK80eLLkCLVd%2Fuploads%2FaY6Dg9qfth5LsPanfv0t%2Fimage.png?alt=media&amp;token=de4058c2-bcca-4995-942f-df97d6bb994f" alt=""></div>

**Step 2: Click on create button.**

<figure><img src="https://2134630697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHH6BEHjheK80eLLkCLVd%2Fuploads%2FTjUIPP2UihZCD7ZqVwBa%2Fimage.png?alt=media&amp;token=71d9f3b1-8fd8-486a-9927-f4104e0f6951" alt=""><figcaption></figcaption></figure>

**Step 3: Fill in the mandatory details and click on the save button.**

<figure><img src="https://2134630697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHH6BEHjheK80eLLkCLVd%2Fuploads%2F9MXFwGvHNpPR6UB4rRUg%2Fimage.png?alt=media&amp;token=23e960a5-04f6-4048-86cf-57e14a75020c" alt=""><figcaption></figcaption></figure>

**You can see the new created template at the top in the table.**

* **Create**: Design and develop new email templates from scratch.
* **Edit**: Modify existing templates to refine content and design.
* **Clone**: Duplicate an email template for quick reuse and modifications.
* **Move to Folder**: Organize email templates efficiently by placing them into designated folders.
* **Archive**: Store templates that are not in active use while keeping them accessible for future reference.
* **Test Email**: Send a test email to preview how the template appears in an inbox.
* **Use Custom Value**: Personalize emails with dynamic fields, such as recipient name, company, or other relevant details.
