Programs: Managing TemplatesΒΆ

Templates allows you to view and create customized email designs.

  1. Click in the ribbon

  2. Click CRM

  3. Click Programs

  4. Click a program

  5. Click Templates

  6. Click Add Template

  7. Enter a title

  8. Click Choose a template

  9. Choose either an already created, Global template (Image Masthead, Plain Text, or Video Gallery) or a template you have created displayed under Program

  10. Click Save

  11. To delete the template, click and Delete Template

  12. To view the template as is, click on the image shown. The template will be opened up in another tab

  13. To edit the template, click Design Email

  14. To view another template, click and choose the desired template