Edit Email Template

Overview

This playbook covers how to edit an existing email message template in Leadline.

→ See 107 - Communications for full product knowledge on how communications work in Leadline, including templates, Smartlines, and opt-outs.

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How Do You Edit an Email Template?

1. Go to the Messaging tab.
2. Select the Email Templates tab.
3. Find the template you want to edit, and click the ellipsis icon (...) under Action.
4. Click View Template.
5. Edit the Name, Subject, or body as needed.
6. Click Save.

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Related Topics

107 - Communications — Full product knowledge on how communications work in Leadline
1306 - Create-Email-Template — Instructions for creating a new email message template
1308 - Delete-Email-Template — Instructions for deleting an email template
123 - Smartlines — Learn about Smartlines and how they are used in message templates
125 - User-Permissions — Learn about permissions that affect sending communications and managing templates