Edit Email Templates

Modified on Mon, 24 Apr 2023 at 04:12 PM

To edit an existing email template: 

  1. Login to your site.
  2. On the upper right-hand side of the top navigation toolbar click Emails/Letters
  3. In the Email and Letter Templates section, click on Email Templates
  4. Navigate to the template you wish to change.
  5. Click on the name of the template, as shown below.
  6. Edit the contents of the Email Body, or add in Replacement codes that can be inserted and auto-filled based on built-in or custom tracking fields.
  7. Select font styles and sizes desired for email body text, go to the Format menu, select Font Style or Font Size.
  8. Review character and word counts by clicking on the character count icon on the toolbar, as shown below or preview the Word count in the bottom right of the editor window as shown above.
  9. Upon completion of changes, click the Save to just save changes.  Or click Save and Close icon located at the bottom on the window. and the updates will be saved and the window will be closed.

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