How to Create Email Templates and Send Messages in the Mail Module
📅 Aug 01, 2025
👁️ 2,842 views
📁 Getting Started
1. Open the "Mail" Section
In the left sidebar, select
"Mail".
This page allows you to create email templates, send messages, and view send history.
2. Create a New Template
Click the
"+ Create Template" button.
Fill out the form:
- Template Name – e.g., "Weekly Report" or "Employee Notification".
- Email Subject – the subject of your email.
- Message – the body of your message.
Click
"Save Template" to add it to your list.
3. Load and Use Templates
From the
Email Templates list, click
"Load" on an existing template to quickly fill in the subject and message fields.
You can also
Delete a template if no longer needed.
4. Send an Email
Fill in:
- Email Subject – your message subject.
- Recipients – enter recipient emails separated by commas.
- Message – the email body (up to 5000 characters).
Click
"Send Email" to send or
"Clear Form" to reset all fields.
5. View Send History
On the right panel, see your send history:
- Status – indicates whether the message was sent successfully.
- Recipients – shows who received the email.
- Time – date and time of the sent message.
What You Need:
- Access to the Webnow Mail module
- Valid recipient email addresses
- Messages must comply with the platform rules (no spam or reply requests)