Edit an Email Template

Edit an Email Template

This article will explain how to edit an email template in your email template library.

How to Edit an Email Template: Step by Step Instructions

1. Log in to your PARTNER CPRM account and open your ecosystem.

2. Click "Email Templates" on the left side of the screen, within the ecosystem navigation menu.

3. In the library that opens, click the 'more options' icon at the far right (three dots).

4. In the dropdown menu that opens, click "Edit."


4. Make any necessary edits to your email template name, subject line, body text, or variables.

5. Once done with your edits, click "Save."


When you return to your email template library, you will now be able see your email template with your edits.

To send an email using an email template, you must first create a capture.

    • Related Articles

    • Delete an Email Template

      This article explains how to delete an email template from your ecosystem. WARNING: This action is irreversible. Do not delete an email template unless you are 100% certain you do not need it in the future. How to Delete an Email Template First, log ...
    • Using Email Template Variables

      This article will explain how to use email template variables to personalize your emails for each of your ecosystem members. How to Use Email Template Variables: Step by Step Instructions 1. Log in to your PARTNER CPRM account and open your ...
    • Send Emails Manually

      This lesson shares instructions for manage your data capture email settings before you schedule emails to launch your survey. How to Send Emails Manually 1. Within a capture, click "Emails" in the top right navigation menu 2. Click "Manual" in the ...
    • Create an Email Template

      This article will explain how to create an email template for your Ecosystem Email Template Library. Email templates can be used to email your ecosystem members, send them surveys, share profiles and dashboards, and disseminate other information to ...
    • Schedule Emails in a Capture

      This lesson shares instructions for sending your emails automatically by scheduling them. How to Schedule Emails 1. To start, return to the Email page within your data capture by clicking "Emails" in the data capture navigation menu. 2. By default, ...