Shared guide

How to edit an existing email template

Step-by-step guide covering: Click the CRM section; Click the Message Templates option; Click the Onboarding Email template; Click the Welcome! text.

viktoriaviktoria
·6 steps·7 views·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide6 steps

  1. Click the CRM section

    Click the CRM section
    Loading screenshot…
    100%

  2. Click the Message Templates option

    Click the Message Templates option
    Loading screenshot…
    100%

  3. Click the Onboarding Email template

    Click the Onboarding Email template
    Loading screenshot…
    100%

  4. Click the Welcome! text

    Click the Welcome! text
    Loading screenshot…
    100%

  5. Type "Welcome Aboard!"

  6. Click the Update existing template button

    Click the Update existing template button
    Loading screenshot…
    100%