Edit an existing email template

How to edit existing email templates in Method:CRM

Updated over a week ago

Periodically you may wish to "tweak" your email templates to update or change information. The following steps will show you how to edit an existing email template in the Email Templates App.

Note: You will notice you cannot edit stock email templates. Duplicate the template and use that instead.

  1. From your Methoddashboard, click ✎ Edit Templates on your Send Email App

  2. This opens your Email Templates List screen. Locate the template you wish to edit and click on it. You can search manually or use the search function at the top of the screen. 

  3. This opens the New/Edit Email Template screen with all the details you originally saved. You can make any changes you wish, ensuring that the required fields remain filled out (if you’re not intending to delete the template outright). If you do not wish to alter the template and create a copy, click the Duplicate button at the bottom of the screen.

  4. When you’re done, click Save to save your changes. They will be reflected in this template going forward. 

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