You can create your own email templates and save them to your templates list along with the default templates.

1. Go to the Email page and click Templates.
2. Click New.
3. Enter the following required information:

   Template name

   The name that will appear in the list of custom templates.

   Subject

   The subject line of the email.

4. Write the body of the email in the Message field.

   You can also add custom elements to the email by clicking + Custom element. These will be replaced with customer-specific values in the actual email.

   Customer Name

   Inserts the customer name.

   Customer Number

   Inserts the customer number.

   Reply To Contact

   Inserts the contact name.

   Reply To Email

   Inserts the contact email.

5. If you need exemption information from the customer, you can add a link to the email.
   When the customer clicks the link, the Exemption Wizard or PDF Upload tool will open in a new browser tab. You can read more about these tools in this article.
   • Select Include Exemption Wizard link if you want the customer to upload exemption data.
   • Select Include PDF Upload link if you want the customer to upload a PDF of the certificate.
   • Select No Link Included if you do not need information from the customer.
6. Enter the email signature.
7. If you want to add your company logo to the email, select Include company logo, then upload an image file with your logo.
8. Optional: You can check the formatting by sending a test email. To do this, click Test and enter the email address of the recipients, then click Send.
9. Click Save.