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Create a new email and edit existing emails

In this guide, you'll learn how to create a new email template and how to edit an existing email template in the settings.

Create a new email

  1. Go to Settings.
  2. Next, click on Automations. 
  3. Go to E-mail templates.
  4. Click the “+” icon in the upper-right corner to add a new template.
  1. Change the type from TEXT to Email.
  2. Compose the email as desired.
  3. Click “Save and Close” to save your email.

Edit an existing email

  1. Go to Settings.
  2. Next, click on Automations. 
  3. Go to E-mail templates.
  4. Double-click the email template you want to edit.
  5. Customize the email template as needed.
  6. Click “Save and Close” to save your changes.

Copy an existing email

  1. Go to Settings.
  2. Next, click on Automations. 
  3. Go to E-mail templates.
  4. Select the template you want to copy.
  5. Click Copy at the top.
  6. Rename the template and click Copy again.
  7. Open the copied template and customize it as desired.