Create email templates

Email templates let you create reusable message content for common collection communications - saving time when composing emails and helping your team maintain consistent messaging.

Steps

1. In Collections, select Messages.
2. Select Message templates from the left menu.
3. Select Add new.
4. Enter the subject and message content you want to use as a template.
5. Select Save.

The template is now available to select when composing an email. To edit or delete a template, return to the Message templates page and select the appropriate action.

Related Articles

• Send and Manage Messages in Collections
• Use Agentic Email
• Send Manual Reminders
• Send Reminders via Text Message (SMS)

Need Help?

If a saved template is not appearing when composing an email, confirm that the template was saved successfully on the Message templates page. Contact the Billtrust Support team for further assistance.