Overview
Use email templates for consistent customer messages where templates are available.
Requirements
Email template access.
Step-by-Step Instructions
- Open Templates
- Choose or create a template
- Enter approved messaging
- Save
- Use it during email composition where available.
Screenshots
Screenshots for this article are managed from production OneSuite captures and appear here when attached.
Tips & Best Practices
Keep templates short and easy to personalize.
Troubleshooting
If a template is outdated, update it before users continue sending it.
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Last Updated: July 7, 2026