Introduction: This article guides  you through the steps to add your own email templates, providing flexibility in your client interactions.

1. To create a new email template, go to the "Email Templates" tab, located at the top of the CRM page.

2. Click on "Create" to start the process of adding a new email template.

3. Enter a name for your email template. This name is for internal reference and will not be visible to clients.

3. Input the subject line and the body of your email template. Customize the content to suit your communication needs.

4. If you need placeholders or have specific configuration requirements, submit a request through Supportal.

5. After entering the necessary details, click on "Save." However, there are a few additional configurations to ensure your email is set up correctly.

6. Type "lead/opportunity" in the designated space to handle the first configuration.

7. Under "Email Configuration," go to the Assignment field and select the none or the blank space. 

8. In the advanced settings, uncheck the "Auto Delete" checkbox.

9. With these three configurations in place, click "Save" to complete the process.

10. If you wish to rearrange the order of your templates, assign a number to each template. The client won't see this number but it affects the display order.

11. Your newly created email template will now be accessible in the email selection window in any journey.

Note: When adding your own email template, remember to add a number to the beginning of its title so that it’s easily searchable in your templates list.