Cloning & Editing Email Templates


Cloning an Email Template


If an existing email template is similar in structure to what is needed for a new template, it is possible to clone and edit the template instead of creating an entirely new one from scratch. To clone an email template, begin by navigating to Menu → Emails → Templates. Click the micromenu to the right of the template you would like to clone and select Clone.



Clone_Template_HR



The cloned template appears at the top of the template list with “Copy” appended to the original template name. 


Editing an Email Template


To edit either an existing email template or a cloned email template, begin by navigating to Menu → Emails → Templates and clicking on the template you wish to edit. 


Make the necessary edits, then click the disk icon to save the changes.


Watch the Video Tutorial!