Editing an email template

Email templates are automatically generated at particular events. They can be permanently edited via Tools or edited ad hoc at the time of sending.

 To edit an email template:

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Email Templates
  4. Scroll to find the email template, using the page navigation links at the bottom of the list
  5. Click Edit next to the email Type
  6. Amend Email Template opens. Edit the Content, being careful not to remove or delete any HTML coding as this is used to ensure the format of the email is laid out correctly when the template is sent 
  7. Manually type in some merge codes, into the Content, if applicable
    For more information on a List of merge codes for letter templates, click here
  8. Click Save

Related articles: 

Adding a signature to an email template

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