Beta Template Editor Home

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The Beta Template Editor will not be used for sending messages at this time; however, admins should familiarize themselves with the editor and build out the templates they would like to use.


From the Email menu, click on Template Editor in the far right panel/column.



The grid will display all templates available within your community or GID.

There is a search option available. The search option will look across Last Edited By and the Name of the template. The list will filter to include matches.

The green gear icon provides an action menu for the specific template. For unlocked templates, the options are:

Edit Details: name and description

View Template: opens the template in a pop up window.

Edit Template: allows admins to edit the template.

Duplicate Template: allows admins to do a "save as" or copy of the template.

Send Preview: allows admins to send a preview of the email (up to 20 people).

Delete Template: permanently removes the template. It cannot be restored.

**NOTE: Templates with a locked icon cannot be edited or deleted. If you would like to make changes to a locked template, choose Duplicate Template from the green gear menu. This allows admins to save it as a new template that allows changes.

The following pages provide additional information:


Dynamic Content

Dynamic Content Style Manager

Add a New Template

Duplicate an Existing Template

Navigating in the Beta Template Editor

Drag and Drop Element Descriptions and Instructions

Element Editing Control Descriptions and Instructions

Send Preview

Text Editor Menu

Best Practices for Template Creation

Creating a Custom Event/Date Favorite

Meet Your New Email Templates

Beta Email Template Editor 101 - Recorded Webinar

Beta Email Template Editor 102 - Recorded Webinar

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