How to create, edit and copy email templates

To customize and personalize your communication with your Learners, you can create and edit your own email templates.

Follow these steps in order to create your own email template:

1. Click on "Library" on the left side menu and then click on "Email templates".

2. Click on "Add Email Template". 

3. Enter a name, a description and language (only visible for administrators) in the fields. 

4. Click on "Save email template" in order to save your changes.

5. When you have saved your changes a new window will open. Click on "Edit Email" to start making edits.

6. Edit your email template and save your changes!

Follow these steps in order to edit an email template:

1. Click on any of the existing templates in the list below , a new window will open.

2. Click on "Edit Email" to start editing.

3. Edit your email and save your changes.

Note: You cannot edit an email template if it is generic. If you want to start from a template that is generic, you can create a copy of that template and then edit it in the template copy. See instructions of how you create a copy of a template below.

Follow these steps in order to copy an email template:

1. Click on the existing template that you want to copy to another new template, a new window will open.

2.  Click on "Copy to New". 

3. Enter a name, a description and language (only visible for administrators) in the fields. 

4. Click on "Save email template" in order to save your changes.

5. When you have saved your changes a new window will open. Click on "Edit Email" to start making edits.

6. Edit your email template and save your changes!