In this article we will look at how you can use one of our latest features: Email Templates.

This feature was requested by a large number of Mailbird customers, and we are thrilled that it has become a part of Mailbird. However, please note that this feature is only available to customers on our Premium license.

Now, let's take a look at how it works.

Creating a template

It's important to note that Email Templates can be used both in the Quick Reply window as well as the Compose window. For your reference, we have included an image below which shows you what the Email Templates icon looks like in Mailbird.

There are two important things to keep in mind before you begin creating an email template in Mailbird:

1. When you save a template, the details of any recipients (i.e. To, CC or BCC) are not saved.
2. If your template includes a signature, then the signature will be saved as part of the template.

Saving one of your email drafts as a template is extremely easy - we will walk you through the process below step by step:

• Create the email draft that you would like to save as an email template.
• After you have finished writing the email, click on the Email Templates icon.
• Click on Save draft as template.
• Then, click on Save as new template.

• The last step of the process involves giving your template a name, and specifying what the email subject should be each time that you use that template.

And that's it! You have now saved your very first email template in Mailbird, and you will find it in the list of available email templates each time you click on the Email Templates icon.

Manging your templates

Occasionally, you may need to make some changes or corrections to an email template which you have already saved. Once again, the process to do this is very straightforward, and we will guide you through it here.

In the previous image above, the subject should have been Lorem Ipsum, and not Lorem Ipum - so let's walk you through the process of correcting an email template's subject, which incidentally is the same as changing or correcting something in the body of an email template.

• First, select the template from your list of templates so that it populates the subject field with your chosen email subject, as well as the body of the email.
• Once your template has appeared, make any necessary changes or corrections to it.
  • In the image below, the subject has been changed to Lorem Ipsum.

• Now that you have made the changes or corrections, click on the Email Templates icon once again.
• Next, hover over Save draft as template.
• Here, click on the email template's name which will appear below the words Overwrite Template, as shown below.

• The last step involves confirming the template's name and email subject one final time - if you're satisfied with what you see, just click on OK to overwrite the template in order to save your changes and corrections.

That's it! Changes to your email template have now been saved, and your welcome to test this to make sure that your edits have taken effect.

Another useful option which allows you to better manage your email templates is deleting templates you have previously created - occasionally, you may find that you have too many templates, and so it's time for a clear-out.

Deleting your templates is as easy as it gets.

• Click on the Email Templates icon.
• Hover over Delete template.
• Click on the name of the template which you would like to delete.

• Mailbird will then ask you if you're sure that you would like to proceed with the deletion - if you wish to proceed, simply click on OK in order for the template to be deleted.

Hopefully you have found this article useful, but if you still require assistance with this feature, please do not hesitate to contact our Customer Happiness Team by clicking here.