Summary
Learn how to maintain your email designer templates by updating template settings, creating copies, and removing templates you no longer require.
This article covers:
- Overview
- Edit an email designer template
- Duplicate an email designer template
- Delete an email designer template
Overview
Email Designer allows you to create and manage email templates for your office. You can update existing templates, create copies of templates for future use, and remove templates that are no longer required.
You can also manage template sharing settings and control who can edit a template.
Edit an email designer template
You can edit an existing email designer template to update its content, name, sharing settings, or editing permissions.
To edit a template:
- Go to: Email Designer
- Click + Create Email
- Click the pencil icon on the template you want to edit
- Make the required changes
- Update the template name if required
- Configure the template sharing settings
- Choose whether to restrict editing so that only the template creator can make changes
- Click Save to save your changes
Duplicate an email designer template
Duplicating a template allows you to create a copy without affecting the original template.
To duplicate a template:
- Go to: Email Designer
- Click + Create Email
- Click the clone icon on the template
A copy of the template is automatically created and added to your available templates.
This is useful when you want to create a variation of an existing template while keeping the original version unchanged.
Delete an email designer template
If a template is no longer required, you can permanently remove it from Email Designer.
To delete a template:
- Go to: Email Designer
- Click + Create Email
- Click the bin icon on the template
- Review the confirmation message
- Click Yes to delete the template