How to Edit an Email Template
What Are Email Templates?
Email templates are pre-designed email formats that you can reuse for multiple email communications. They save time by providing a consistent structure, layout, and styling—including colors, fonts, and branding elements—so you don't have to build each email from scratch. You can select a template from your template library and customize it to meet your specific needs.
Steps to Edit an Email Template
1. Access Email Marketing
From the main navigation menu on the left side of your CRM, select Marketing, then choose Email Marketing.
2. Open the Templates Section
Click on the Templates option to view your existing email templates.
3. Choose the Template to Edit
Locate the template you wish to modify from the list. Double-click the template name to open it in the editor.
4. Make Your Changes
Edit the template content, adjust the layout, or update the design elements as required. You can modify text, images, colors, and formatting to match your preferences.
5. Save the Updated Template
After making your changes, ensure you save the template. If autosave is enabled, your updates will be saved automatically. Otherwise, manually save your work before exiting.
Tips for Editing Templates
- Always preview your template after editing to check that the formatting appears correctly.
- Consider sending a test email to yourself to see how the template looks before using it in a campaign.
- Verify that any custom fields or dynamic values (like contact names or dates) are properly configured and display as expected.