How to create, edit and delete an email template

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Keywords: email template, Email Templates, Promote > Communication

Document ID: https://platform-support.certain.com/hc/en-us/articles/36248310479639-How-to-create-edit-and-delete-an-email-template#split1

How to create an email template

In an event, navigate to Promote > Communication > Email Templates.

There are five (5) categories of email templates available for creation.

After an email template category is decided, click on it either on the main email template page or on the left navigation.

Click Add New on the selected email template category.

Add the necessary email information.

Compose a message.

When the message is done, click Save.

How to Edit an Email Template

After creating email templates for an event, edit and delete email templates.

Open the relevant email template category.

Locate the name of the email template.

Click the pencil icon next to the email template.

Edit the email template name.

Edit the email template subject.

Edit the email message.

How to Delete an Email Template

To delete an email template, follow the same procedure used for editing.

After opening the email template, locate the delete button on the bottom-right corner of the screen.

Locate the delete button beside the save buttons.

You can also check our tutorial video regarding creating an email template.