Overview

This article will show you how to edit an existing Template.

Instructions

1. Navigate to Posts
   
   
2. Hover over the Action menu of the desired template
   
3. Click and select Edit
   
   
4. Make desired changes
   
   
   • Update Template: Create an Update Template
     • Note: This option has limited field options - only Name, Text, and Visibility.
   • Template Name: Name the template for easy reference
   • Subject: Determine what the subject line should be every time you use the template
   • Email Message: Write the message that will appear in the emails
   • Text (SMS) Message: Write the message that will appear in text messages
     • Note: If the text message will be the same as the email message, check the Same as Email Message checkbox.
   • Visibility: Determine visibility permissions
     • Only me: Template available only for you
     • Admins only: Only admins can view the template
     • Groups: Select particular groups to view the template
   • Add to My Favorite Templates: Choose if you would like the template automatically added to your favorites
5. Select Save