Login to the Admin area of your site

Navigate to Emails - Email Templates

Locate the email template you would like to edit either by scrolling through the list or by searching for words you know are in the email template in the “Search Emails by Keyword” field


You can choose to 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 you wish to edit




Make your desired edits

Click on the “Save Template” button to save your changes



If you wish to make further edits to this template that you have already copied to your 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” column 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 your site, the system will add the "copy-of-" to the title of the template. This will happen automatically if you do not change the name of the default email template as a way to avoid conflicts with duplicate email templates.