PLATFORM WORKFLOW
Task Description: How to edit an Email HTML Template
Objective: To show Organization Admins permission level and Users how to edit an Email HTML Templates
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Messaging Templates tab on the Module Menu Panel then click on the sub-tab Email HTML Builder.
Step 5
The Email HTML Builder Template screen will appear. There are 2 ways to edit an HTML Email Template.
Method 1
Step 1: Find the HTML Email Template you would like to edit by scrolling through the list or by looking up the template name in the Search box. Then, click on the pencil button on the right that corresponds to your template.
Step 2: This will bring up the HTML Email editor popup. Here, you can modify the template to suit your preferences.
Step 3: Once you are satisfied with the edits, click the blue Update button to save your changes.
Method 2
Step 1: Click on the blue Add Template button and a dropdown menu will materialize.
Step 2: Select Create Template From Existing Template and a popup will appear.
Step 3: Click on the dropdown and a list of HTML Email Templates will appear.
Step 4: Find the HTML Email Template you would like to edit by scrolling through the dropdown list or by looking up the template name in the Search field.
Step 5: After selecting a template, click the Continue button to continue to the HTML Email editor.
Step 6: Here, you can modify the template to suit your preferences.
Step 7: Once you are satisfied with the edits, click the blue Update button to save your changes.
