How do I edit email templates?

Overview

You are using email templates to send mail to your leads via Playbooks. You have some modifications in mind for a specific email template, and you would like to know how you can edit email templates.

Information

Note: If you do not have permission to edit all email templates, you will only be able to edit templates that you have created. Reach out to a manager or admin or to the creator of a template if you have any modifications you would like to suggest.

To edit an Email Template, follow the steps below:

1. Open Playbooks.
2. Click the menu button (Playbooks logo).
3. Click Email Templates and a new window will open.
4. Navigate to the new window.
5. Click the vertical ellipsis to the right of the template name.
6. Click Edit.
7. Optionally, edit template name.
8. Optionally, add or remove tags.
9. Optionally, add or remove teams.
10. Optionally, click Allow Team(s) to Edit Template switch.
11. Optionally, edit the subject, edit the body, or use Email Enhancement Options.
12. Click SAVE.