To edit an existing email/email template, you will first select the email template from the main template page by clicking 'Select'.
This will take you to the email composer where you can click into the email sections to edit the components of the email.
If you do not want to save the email as a template, you have two options:
1. Save as Draft: To save the email as a draft, click the 'Save As' button at the top of the page and select 'Draft'. This will save the drafted email within the 'Emails' section of the tool, which you can revisit at any time to complete and send or save as a template.
2. Send the Email: Once you've made the edits to the email, it can be sent out.
> Click here to learn more about sending UpMail emails
Both of the above options will not alter the original email template.
If you would like to save the email as a template, click the 'Save As' button at the top of the page and choose from the below template options:
Recommended Template: These are the brand-approved email templates created by the account's UpMail Champions. Only UpMail Champions can save here.
Team Template's: These templates are created by end-users who opt to share them with other UpMail users.
My Template's: All users have the option to save templates privately in 'My Templates' if they choose not to share them with others.
In certain instances, some end-users may not have access to save Team/My Template's, as the UpMail Champion may prefer only the utilization of the Recommended Templates.
You will be prompted to updated the Template Name and select a Category.
If the Template Name is not updated, it will copy over the existing template. A warning will appear prior to copying over the template.
Once you select 'Create or copy over' or 'Copy over' the template will now be available in your template library.
>Watch the video below to learn more about copying over vs creating new templates