There are four options to choose from:

1. Text: A plain text email; recommended for basic emails, like email alerts or emails used with automation that don't need text formatting
2. HTML (using Letterhead): An email with HTML formatting that makes use of Letterhead that you can set up; only recommended if you absolutely need the Letterhead
3. Custom (without using Classic Letterhead): An email with HTML formatting that does not use a Letterhead; recommended if you need text formatting in your email
4. Visualforce: An email template with coding, like Order Confirmation Emails; only recommended for creating custom Order Confirmations with these steps

1. Folder: Choose a folder for your email template to live in. While you can create new folders for your account, if you wish, the default folder options are:
   • Unfiled Public Classic Email Templates: Houses general email templates; recommended if you're creating email templates to use for automation
   • My Personal Email Templates: Holds private email templates made by your user; we don't recommend storing email templates in this folder
   • PatronDonate Email Templates: Houses templates used for Donations, like thank you and acknowledgment emails
   • PatronQuery Email Templates: Holds the email templates used to alert you when a CRM Snapshot has run; we don't recommend storing email templates in this folder
   • PatronTicket Email Templates: Houses templates used for Ticket Orders, Subscription Orders, and Membership Orders, like Order Confirmations and Exchange Confirmations
   • Welcome Templates: Houses templates used for PatronManager Signup Form signups, like signup confirmations or acknowledgments
2. Available For Use: Check
3. Email Template Name: Give your template a clear name
4. Template Unique Name: This will auto-fill based on the Email Template Name
5. Description: Give your template a clear description for your internal users
6. Subject: Give your template a subject line; this will be what recipients see when they receive the email
7. Next

Here, you'll create your template! If you selected HTML or Custom as your template type, you'll also add any HTML text formatting here while creating your template.

If you selected HTML or Custom as your template type in step 4, you'll be prompted to create a Text-Only version of your email. This will be used if the recipient cannot see the HTML version of your email for any reason.

We recommend using the "Copy text from HTML version" button, then making any necessary adjustments.

If you have more than one Organization-Wide Email Address set up, you can select which one you want to use to send this email via the dropdown menu.

If you've used your template recently, you'll see it in the "Recently Used Templates" list.

If not, select "Insert a template..." to search for your Classic Email Template, then select it from the list.