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Create team-ready templates with personal macros
Create team-ready templates with personal macros
Updated this week

You can now add a personal macro (similar to a placeholder) for information specific to you. That way you can share your template with any team without having to modify the template or share an incomplete template.

Some ways to use personal macros:

  1. Use them for email signatures on email templates

  2. Use them when introducing yourself in a template

How to use personal macros:

  1. Go to the template editor (new or existing template will work)

  2. Click on your profile icon at the bottom of the template editor

  3. Choose the personal macro you want to use in your template

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