Delete/Edit Email Template

 

 

This article will run through how to edit and delete an email template from your account.

 

You can delete templates created via your login. This change applies to emails, letters and SMS that you have created.

 

1. Navigate to either a Contact or Property Card.

  • Click the Email Icon and select Email Merge/ Template.

 

 

3. Select your template from the Select A Template drop-down and click Save Template.

 

3. If editing, make the required changes to your template and click Save Template.

 

4. To update the template, select action Update Email Template from the drop-down. To rename, tick the Rename this Email template tick box and enter the new details. Once prompted click Update to finish.


 

5. To delete the template, select Delete Email Template from the Action drop-down. Click Delete to confirm.

 

 

 

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