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How do I edit a custom email template?

  • 18 August 2020
  • 3 replies
  • 206 views
K

I have added one custom Email template. When during New Message I fetched it from my saved templates it does not have edit option. Please assist me in this.

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Best answer by Titho 25 August 2020, 07:30

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Eric Fitz
Userlevel 1

Hey @katrine​ 👋

 

It's not possible to edit an email template when composing a new message. To edit a template, you must go to Settings > Outbound > Email templates in your Intercom workspace settings.

 

Keep in mind that templates would only be used to style the header, footer and CSS of your emails - templates cannot be used to insert text into the body of an email. That can only be done when composing a message.

T
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One option is to create your custom HTML as a template and use the {{content}} attribute in the body of your email which will allow you to use the email editor - whilst this does not allow a quick cut and paste into the email composer, you get the same outcome with custom HTML.

 

This is the approach I have taken.

 

Alex M16
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Hey @craig​ are you able to provide further insight on your answer? What might this look like?

 

I am trying to build a template to easily add typical info to an email but I still want to be able to edit the contents to fit the specific scenario.

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