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Creating Email Templates

Learn how to create and manage email templates in Achieve.

May 09, 2026â—Ź
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Click on Create Template.

Click on **Create Template.**
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The Template Name is only for internal use - use something that will help you remember the purpose of the template!

The **Template Name** is only for internal use - use something that will help you remember the purpose of the template!
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Add in your Subject, which will be the subject line the recipient(s) see.

Add in your **Subject,** which will be the subject line the recipient(s) see.
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If you need to add a hyperlink to your template click on the Link icon.

If you need to add a hyperlink to your template click on the **Link** icon.
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Once complete, press Create.

Once complete, press **Create.**
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You will now see your new template listed under the Email Templates heading.

You will now see your new template listed under the **Email Templates** heading.
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Click on the Trash Can icon to delete an existing template.

Click on the **Trash Can** icon to delete an existing template.
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Click on the Pencil icon to edit an existing template.

Click on the **Pencil** icon to edit an existing template.
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Done 🚀