Create and edit email templates

In short: create a template in Email Templates, build your email, then click Save.

Create a template

1. Go to Marketing › Email Templates.
2. Click Create.
3. For a blank one, click Blank template, type a Template name, then click Create template.
4. For a preset, click Browse presets, then Use template on one you like.

Edit a template

1. Click the template name, build your email, then click Save.
2. To test it, click Send preview, add your email under Recipients, then click Send preview.
3. To rename it, click Edit, change Template Name, then click Update Template.

Check it worked

Your template is listed on Email Templates, with the date under Updated.

Good to know

• To turn a campaign into a template, click the three dots on the campaign's row, then Save as template.
• The three dots on a template's row give you Duplicate and Delete.
• To share a template with your sub organisations, turn on Share with Sub Organisations under Edit.
• The builder has an Unsubscribe URL link you can add to your designs.
• Only Admin, Moderator and Marketing can see Marketing.