Email Templates and Branding
      Back to home
      1. Knowledge Base
      2. Onboard
      3. Email Templates and Branding

      How do I attach an email template to an onboarding type?

      Firstly, enter 'Onboarding types' in the 'Prospect Onboarding' drop down:

      from here, select the onboarding type the email template will be relevant to.

      When editing the onboarding type, you will see the option for 'email template'

      It is here that you can select one of your email templates to be used within this onboarding type.