Email Templates settings

Create and manage reusable email templates.

Overview

Email Templates let you create reusable email content that can be used when sending emails from Forz. Templates save time and ensure consistent communication.

What You Can Do

  • View templates — See all saved email templates

  • Create templates — Build new templates with subject lines and body content

  • Use merge fields — Insert dynamic data from records into emails

  • Edit or delete — Update or remove existing templates

How to Access

Navigate to Settings → Email Templates from the main navigation menu.