Templates Tab Overview

Templates Tab Overview

From the Templates Tab you can do the following:

  • Search by Template Name

  • View Templates by List or Thumbnail

  • Add a New Template

Once you select a Template you can
  • Edit the Template

  • Send a Sample of the Template to someone  **ALERT** When sending a test email from the template section, this does not account for any group setting you have configured. This means when you send a test from the template, it will use that specific templates layout, detail and default to using the company details, ignoring any group settings. This means you cannot using the tester emailer to verify any group detail updates.

  • Create a duplicate/copy of the Template

  • Delete the Template

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