Use email templates in the mini email composer

task australia Updated Sep 10, 2026 1 min read compose-emails-with-email-templates.md
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Quickly compose emails for common issues by selecting an email template in the record view instead of manually drafting an email.

Before you begin

Role required: email_composer

Procedure

  1. Open a Workspace record in your instance.

  2. Open the mini email composer by selecting the Email tab under the Compose panel.

  3. From the email footer, select the Apply templates icon ([Omitted image "x-apply-templates-icon.png"] Alt text: Apply templates icon).

    A modal opens with different types of templates.

    [Omitted image "xs2-email-templates-tab.png"] Alt text: Apply templates modal

  4. Select the Email templates tab.

  5. Select an email template from the list.

    Note: Find the email template you need by using the search bar in the Email templates tab.

    A preview of the selected email template opens.

  6. Add the template to your email by selecting Apply.

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