Learn to edit and make changes to a saved email template.
You can save templates into your template library, allowing you to modify them again and again when creating new campaigns. This means you don't have to keep starting from scratch or keep seeking out a specific design from within our free templates selection.
Your preferred templates can be saved and will then be ready for you to modify with ease.
Before you start
Things you need to know:
- You must have permission to Edit campaigns and use the Template administrator.
To learn more about permissions, check out the article Understanding user default permissions.
Edit a saved email template
To edit an email template:
- Go to Email > Email campaigns > Custom templates.
This area will be empty until you save your own templates
- Hover over the template thumbnail and select Edit.
Not seeing the edit option?To be able to edit a custom template, you must navigate to Email campaigns > Custom templates.
If you instead navigate to Email campaigns > New campaign > Custom templates tab you only see the option to preview a template, not to edit it.
The table below should help you identify when you are on the correct page to be able to edit a template.
- Heading reads Custom templates
- No additional tabs
- Button text reads UPLOAD TEMPLATE
- Heading reads Choose a template
- Additional tabs on the page
- Button text reads UPLOAD CAMPAIGN
The selected template opens in EasyEditor. Edit your template, and select Save & continue.
You can next edit the plain text version of the template, test your template, and edit the sending settings, for example, the contacts you're sending to.
When complete, select Finish.
The edited template will appear refreshed on your Custom templates page, with an updated modification date beneath it.