View or Modify a template
Learn to view or modify a template in Email Cloud.
There are two ways to update your email templates
Go to my account
Go to comany
Go to Communications
Go to template
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
Use Variable to make your message hyper personnalized
Save the template
Open the mail editor
Create a new template
Click on template save
or
Open the mail editor
Select a new template
Edit the content of this template
Click save
There are two ways to update your email templates
From Company Setup
Go to my account
Go to comany
Go to Communications
Go to template
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
Use Variable to make your message hyper personnalized
Save the template
From a Contact or Campagin page
Open the mail editor
Create a new template
Click on template save
or
Open the mail editor
Select a new template
Edit the content of this template
Click save
Updated on: 30/07/2022