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How do I edit an email template?

Jason Brown
Jason Brown
  • Updated

From your email template library, find the email template you want to edit and click the Edit button.



Next, you'll be taken to the page to edit your email template.


Keep in mind that you cannot edit the email template type. If you need to create content for a different type of email template, you would create a new email template.


From the edit page, make your desired changes and then click View Preview to make sure everything looks okay.


If you'd like the email template you're editing to be the default option that's loaded when performing an action for the specific feature, you can check the box that says Use as default.

When you check this box, the email template becomes the default for that specific type. This means that when you send an email that matches the type, this content is what will be used by default. If you have another default template for that type, checking the box will overwrite your default selection. You can only have one default email template per email type at a time, but do not need to specify a default.



When you're satisfied with the edits to your email template, click Save.


To edit the email template’s user permissions, click on the Permissions tab at the top of the page.


Next, you will need to save the email template’s user permissions.



The setting for Everyone means that any user on the account will have access to information related to the email template.

 Manager Only

The term ‘Manager’ refers to the manager of the email template. By default, the Manager is the user that initially created the template. Administrator users can change the manager of the template at any time. If the setting for Manager only is selected, only the manager of the job along with any Administrator users will have access to information related to the template..

 Specific people

The setting for Specific people enables you to select specific users or user groups to have access to information related to the email template.



Once permissions are set, click on Save.

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