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How to Edit an Existing Email Template
How to Edit an Existing Email Template
Updated over a week ago

1 On the Email configuration page, click on the editing pencil to the right of the desired template needing to be adjusted.

2 In the new window, make desired changes.

Note: You can use the buttons to the right (called Tokens) to pull in system-generated information by dragging and dropping the desired button to the location in the email of where that info should be.

3 After adjustments have been made, verify the email looks as desired by clicking on the Preview tab.

4 If the preview is to your liking, click the blue Save changes button.

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