Editing Email Templates

If you have existing email templates but need to make changes to them, you can make the changes with a few simple steps. 

1. Navigate to any list that does not have a pending message. Click on the name of the list to bring you into the List Details page. 
2. Click the button to "Create Message."

3. Choose "Email" as the message type, then click "Next" to proceed to the next page. 

4. Click the "Templates" button.

5. You will see a list of all your templates. If you have a long list of templates, you may want to use the Groups and Users dropdown box to narrow your results. Click the pencil icon next to the template you need to edit. 

6. Click "Update."

7. Make any necessary changes to the message, template name, or which users the template should be shared with. Click "Save" to save your changes. 


I already created the template but now I need to share it with different people

If you need to share your template or change who it is shared with, you can easily do that. Start by following steps #1-6 above. 

In the "Share to" box, use the available drop-down options to select who you want to share the template with. 



Depending on your user type (district office, group user, or individual user) you may have less options than what is listed below. 

• My shared group = everyone in your user group.
• Everyone system-wide = everyone in your organization / district.
• Everyone in selected building = another group's users. Using this option will prompt you to select the group to share the template with. 
• Only me = only the creator will be able to see and use the template. 
• Specific users = share only to specific people. You'll be prompted to enter an email address for each person you want to share the template with.