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Edit an email template

Learn how to edit an email template by selecting settings, choosing the template, and making necessary updates to the title, subject, and content.

To edit a 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 Edit . The edit email template screen displays.
    You can also select the name of the email template that you want to edit.
  5. For custom email templates, you can update the title of your email template in the Title text box.
    Note: You cannot update the title of a default email template. You cannot update the Type for either custom or default email templates.
  6. Update the subject of the email 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.