Zephr User Guide

Edit an Email Template

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To edit a template, complete the following steps:

  1. Select the Settings icon (Settings Icon)
  2. Select Email Templates

    The Email Template Library screen displays.

  3. Select the three dots at the end of the row for the email template you want to edit
  4. Select Edit

    Note: You can also select the name of the email template that you want to edit.

    The edit email template screen displays, as illustrated below:

    “Edit

  5. For custom email templates, you can update the title of your email template in the Title text box

    Note: You cannot update the title of a default email template. You cannot update the Type for either custom or default email templates.

  6. Update the subject of the email in the Subject text box
  7. Select the method from the Content Edit Mode radio buttons. The options are as follows:
    • Visual
    • HTML

    If Visual is selected and you select HTML, a confirmation dialog displays, as illustrated below:

    “Confirm

    If HTML is selected and you select Visual, a confirmation dialog box displays, as illustrated below:

    “Confirm

  8. Select the Yes, Continue! button to switch edit mode and return to the edit email template screen. Selecting the Cancel button closes the dialog box without switching the edit mode.
  9. Update the email text in the text box as you want it to appear on your site
  10. Select the Save button to save your changes and return to the Email Template Library screen