View or Modify a Template
  • 21 May 2022
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View or Modify a Template

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Learn to view or modify a template in Email Cloud.
There are two ways to update your email templates

From Company Setup

  1. Go to my account
  2. Go to comany
  3. Go to Communications
  4. Go to template
  5. Find the an existing template if you wish to update the default InvestGlass template ( Useful to setup your client portal ) or create a new template
  6. Use Variable to make your message hyper personnalized
  7. Save the template

View modify email template 1

From a Contact or Campagin page

  1. Open the mail editor
  2. Create a new template
  3. Click on template save

or

  1. Open the mail editor
  2. Select a new template
  3. Edit the content of this template
  4. Click save

View modify email template 2


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