Edit Template in Email Send Record

<< Add Recipients Introduction Test Email >>

 

Once you’ve created an Email Send record and optionally inserted the template you want, you can edit that template and its text version.


Step 1: Edit the HTML Version

Here you will see the template you chose. You can now make any changes you’d like by clicking Open Editor or the Full Screen button just like when you created your template.

You can also click the Fullscreen button from the top ribbon, which will also allow you to open the editor and make changes.

If you did not chose a template, this area will be blank and you can insert the content of your email here.

NOTE: that if you choose a template and you make changes, it will not change the Email Template record. It will only change the HTML Version for this particular Email Send Record.

Step 2: Edit the Text Version

Towards the bottom of the Email Send record is the Text Version. You will need to click the text to expand this area.

text-version-text

You can create a text version of your email if you haven’t already by clicking the blue A button.

text-version-auto-button

For more information on the Text Version, click here.

Always remember to click Save.

text-version-save-button


Step 1: Edit the HTML Version

EmailTemplateinEmailSend

Here you will see the template you chose. You can now make any changes you’d like by clicking Open Editor or the Full Screen button just like when you created your template. If you did not chose a template, this area will be blank and you can insert the content of your email here. Be sure to press the save button if you do make changes.

Save HTML

NOTE: If you choose a template and you make changes, it will not change the Email Template record. It will only change the HTML Version for this particular Email Send Record.

Step 2: Edit the Text Version

Right below HTML Version is the Text Version. You will need to click the text to expand this area.

TextVersionCollapsed

You can create a text version of your email if you haven’t already by clicking the “A” button.

EmailTemplateTextVersioninEmailSend

EmailTemplateTextVersioninEmailSend2

For more information on the Text Version, click here.

Always remember to press Save.

TextVersionSave

Next add the recipients if you haven’t already, then test the Email.


Feature Added: Original
Feature Updated: 8.8.0
ClickDimensions Version Need: Any