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How do I edit a Template?

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You can edit an existing template from the Edit Template view in Templates.

  1. Select Program Settings.
  2. Select Templates.

 

  1. Select the template category.

 

  1. Select the template you want to edit. This will open a preview of the template on the right-side panel.

 

  1. Select Edit template.

 

  1. This is the Edit template page.

Note: the fields available on the Edit Template page will change depending on the template category selected.

Click to enlarge.

 

  1. You cannot change the Category of an existing template.
  2. If applicable, change the Used for outcome.

 

  1. Change the Label name.

 

  1. Change the Subject line, you can add Tokens by clicking on the key symbol. Click here to find out more about Tokens.

 

  1. Edit the Body of the email, you can add Tokens by using the key symbol. Click here to find out more about Tokens.

 

  1. Once you have finished making the necessary changes, click Save.

 

  1. After you save, the last edit details are updated and the template is updated throughout your program in TruVoice. It is ready for use.

 

  1. Click Test to receive a test version of the email template. Testing a template ensures the format and tokens are working properly.

 

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