Load an email template Lisa Wong February 12, 2026 17:25 Updated Use a template to quickly create a new email so your favorite content loads automatically. Save an email as a template On the Distribute page of an activity, do any of the following: Create an invitation Create a reminder Create a confirmation reminder (for Community recruitment surveys) Edit a confirmation (for Community recruitment surveys) Click Templates > Load Template. From the Name list, select an email template. Note: The list displays the templates assigned to the community at the time email was created. Click OK. Parent topic: Email templates Related articles Set the default email template for an activity How do I create a refer a friend survey? Edit the email body View participation and message deliverability statistics Q1 2026 release notes