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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
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
Delete a Template
Locate the Template you would like to Delete via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Delete button Confirm you would like to delete the template
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
How to setup a Welcome automation for new sign-ups
A standard welcome email for any customer that signs up to your loyalty program, newsletter or email notifications. This article will take you through setting up the automation. If you're interested in learning more about automation basics, click ...