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Introduction to Templates

Templates in Marloo create notes in your style with your chosen content. They can also generate emails and advice documents, saving you time

Shakeel Lala avatar
Written by Shakeel Lala
Updated over 6 months ago

To edit your first template, follow these steps:

  1. Click "Templates" in the left navigation

  2. You are pre-loaded with templates based on the type of advice you selected in the onboarding flow

  3. You can edit these by clicking into the template

To create your first template:

  1. Click "Add template" in the top right

  2. Choose between editing an existing default that Marloo has provided or start from scratch

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