Edit an Existing Template

Locate the Template you would like to update via the template list (or utilise the search feature to search for the template)

Hover your mouse over the relevant Template

Click the Edit button

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• Edit an Existing SMS Campaign

  To edit an existing campaign go to the Campaign section  Locate the campaign you would like to edit via the Campaign View, Folder View of Search Feature Click the Edit button next to the relevant campaign

• Edit an Existing Contact Field

  To edit a field that has already been set up, simply locate the Contact Field you’d like to modify Click the “Edit” button to the right side of the field From here you can: Update and existing name Adjust the field type Set or edit a default value ...

• Edit an Existing Email Campaign

  To edit an existing campaign go to the Campaign section Locate the campaign you would like to edit via the Campaign View, Folder View of Search Feature ​ Click the Edit button next to the relevant campaign The system will take you through each step ...

• Create an Email Template

  To create an Email Template click the Templates link on the top right of the screen, you have a couple options, you can Start Fresh, or access an existing template Select relevant option to open email editor

• Duplicate an Existing Template

  Locate the Template you would like to duplicate via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Duplicate button