Edit an email template

In this article, we will explain how to duplicate and edit an email template.

Edit an email template

Step 1: Duplicate your email template (optional)

If you want to edit an email template but still keep the previous version, duplicate the email template:

  1. Go to Campaigns
  2. Click Templates
  3. Click More next to the email template you want to duplicate
  4. Select Duplicate
  5. The new template will appear in the Inactive tab, you can then edit it from there.

Step 2: Edit your email template

  1. Click the email template you want to edit
  2. Edit the setup and/or design of the email template
  3. Once you are done, click Save & Activate to save your email template

The email template will be available from:

Make an email template active or inactive

💡 Good to know
An email template that is active can be selected from an Automation workflow, whereas an email template that is inactive cannot be selected from an Automation worklow.

  1. Go to Automation > Email Templates
  2. To make a template active:
    1. In the Inactive tab, select a template
    2. Click Mark as active
  3. To make a template inactive:
    1. In the Active tab, select a template
    2. Click Mark as inactive

❗️ Important
If a template used in an Automation workflow was inactivated, the workflow will stop running when it comes to the step where the template should have been used. To prevent your workflow from breaking at this step, make sure to edit it and replace the inactivated template.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.