Find and Customize your Email Template

Find and Customize your Email Templates 

Location: Email Marketing > Email Template

Email management enables you to add and edit email templates that you send to Advocates emails

Email Template Header Rows

• Checkbox: In order to select an email template, the checkbox must be selected.

• Type: There are two types of emails; System and Custom

1. System: Default templates created by GTR
   • The original System template will still be available
1. Can be changed or edited if you make a copy
2. If you make a copy, it will be labeled CUSTOM
2. Custom: Templates that have been copied from a System email 

• Status: There are two status’ an email can have; active and inactive

1. Active: Emails templates that will be active for emails
2. InActive: Emails that aren’t deleted but aren’t active for emails
   •  Company Admins can just reactivate the email when needed, instead of deleting it
1. Pro Tip: It’s a great idea to have a list of inactive emails for promotional emails that only occur periodically

• Action: There are 3 options under the action tab

1. Edit, Preview, Make a Copy