Request: The client has requested to add email templates.

Checklist:

• We must ensure that the client provides the email body and the template name.

Procedure:

• In order to add email templates, we must click on the Add on tab>Email Template.
  
  
  
  
• On the Email Template page, we must add the Template Title and the Subject as provided by the client.
• We can also select the Folder, Type and visibility of the template.
  
  
  
  
  
  
• After adding the inputs in the required fields we can go ahead and add the email body for the template from the Email body section.
  
  
  
  
• Attachments can also be added to the template.
  
  
• In order to view all the templates added, we can scroll down to the All Email Templates section.
  
  
• From the All Email Templates section, we can view, edit and delete the added email templates.
  
  
  
  
• We can also download the report of the added email templates by clicking on the download icon on the top right-hand side as shown in the image below:
  
  
  

Action:

• Follow the mentioned procedure.
  
  
• If you are facing any issue with the template creation the issue must be raised on JIRA || Team A (If the type selected is Lead, Member & Email Marketing).
  
  
• If you are facing any issue with the template creation the issue must be raised on JIRA || Team P (If the type selected is Task).

Template:

Hello XXXX

Greetings from Kapture!

We appreciate that you have reached out to us with your request to add an email template.

We have gone ahead and added the email template as per the information provided.

Template (If the issue is raised on JIRA):

Hello XXXX,