How to Edit Email Templates

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000003538--how-to-edit-email-templates

Login to the Admin area of the site and navigate to Emails - Email Templates:




Locate the email template to edit either by scrolling through the list or by searching for keywords in the email template in the “Search Emails by Keyword” field:



Filter the default email templates by; Category, Customer Service, Lead Emails, or System Emails: 



Filter by Category has all the email templates with a total of 63: 




Customer Service has a total of 18 templates:




Lead Emails have a total of 21 templates:




System or Automated emails have a total of 24 templates:




Once the template has been identified, click on the “Customize” button for the email template:




Make the desired edits and click on the “Save Template” button to save the changes:



Add all of the desired text, images, and links using the WYSIWYG editor. 


Additional Information:

» Everything About WYSIWYG Editors

» How to Post Images On WYSIWYG Editors



To make further edits to this template that has already been copied to the website, follow steps 1 and 2 above, locate the template in the “Customized Email Templates” section of the page, and click on the “Edit” button in the “Actions” drop-down for this email template:



A modal will pop up when viewing the Preview of the template:




Please note that when cloning an email template to the site, the system will add the "copy-of-" to the title of the template. This will happen automatically if the name of the default email template is not changed. This is a way to avoid conflicts with duplicate email templates.