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Copy an email template

Learn how to copy an existing email template and make necessary updates to its slug, subject, and content.

To base a new template on an existing template, complete the following steps:

  1. Select the Settings icon.
  2. Select Email Templates . The Email Template Library screen displays.
  3. Select the three dots at the end of the row for the email template you want to edit.
  4. Select Copy . The add email template screen displays.
    Note: You cannot create a copy of the Admin User templates.
  5. To update the slug used to reference the email template in your code, select the Edit Slug link. The Slug text box displays. Edit the slug in the Slug text box as required.
  6. Update the email subject in the Subject text box.
  7. Select the method from the Content Edit Mode radio buttons. The options are as follows:
    • Visual
    • HTML
    If Visual is selected and you select HTML , a confirmation dialog displays. Similarly, if HTML is selected and you select Visual , a confirmation dialog box displays.
  8. Select the Yes, Continue! button to switch edit mode and return to the edit email template screen.
  9. Update the email text in the text box as you want it to appear on your site.
  10. Select the Save button to save your changes and return to the Email Template Library screen.