This article will show you how to edit an existing email template.
An Email Template is required to send an email to members of a board or committee.
Instructions
- Navigate to User Menu > Boards & Committees
- Navigate to User Menu > Settings
- Scroll down to the Templates section and select Email Templates
- Select Edit next to the template you would like to modify
- Edit the Template Name, if desired
- Edit the text that will be included in the Body of the template email, if desired
- Note: Click and drag the Expand tool (triangle icon) to increase the size of the text box, or click Maximize (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired.
- Note: Click and drag the Expand tool (triangle icon) to increase the size of the text box, or click Maximize (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired.
- Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired
- Select items from the Merge Tags drop-down list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired
- Select Source to view and edit the HTML source code of the email template, if desired
- Select Save to save the email template
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