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How to Edit an Email Template

An email template is a reusable email layout or design that can be used multiple times when sending emails. Instead of creating an email from scratch…

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An email template is a reusable email layout or design that can be used multiple times when sending emails.

Instead of creating an email from scratch every time, you can use a template that already includes:

  • Pre-designed layout and structure
  • Common content (e.g., headers, footers, branding)
  • Styling such as colors, fonts, and formatting

You can also choose a template from template library and customise it per requirement.

TABLE OF CONTENTS

Steps to edit a template

1. Navigate to Email Marketing

  • From the left-hand menu, go to Marketing
  • Click on Email Marketing
    Step 2 of 2: Click on Email Marketing What this shows Step 2 of 2: Click on Email Marketing What this shows Shows what to click for step 2 of 2 in the "Steps to edit a template" section of "How to Edit an Email Template". This screenshot accompanies step 2 of 2 in the "Steps to edit a template" section of "How to Edit an Email Template". At this point in the walkthrough you click on Email Marketing. For context, this section explains: From the left-hand menu, go to Marketing Click on Email Marketing. This part of the guide covers 2 fields, listed below. Step 2 of 2Image 1 of 1 What to clickClick on Email Marketing
    Fields in this part of the guide From the left-hand menu, go to MarketingDouble-click the template, or
    Buttons and menus referenced Email MarketingMarketingTemplatesDouble-clicksave
    All 2 steps in this procedure
    1. From the left-hand menu, go to Marketing
    2. Click on Email Marketing this image

2. Open Templates

  • Click on Templates

3. Select the Template

  • Find the template you want to edit
  • Double-click the template, or

4. Make Changes

  • Update the content, layout, or design as needed

5. Save Your Changes

  • Once done, make sure to save the updated template or make sure autosave is enabled.

Tips

  • Review your template before saving to ensure formatting looks correct

  • Test the email if needed before using it in a campaign

  • Make sure you are using custom values properly

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