NOTE: 


  • Some organizations will not allow you to edit email templates. Please reach out to your internal marketing team for assistance. 
  • Updated templates may need to go through an approval process before sending due to settings put in place by your internal marketing team.


  1. On the left navigation, click Email Marketing > Emails
  2. Use the search bar, tags, and/or folders to find a specific email template. 
    • Please reach out to your internal marketing team if you cannot find the template you are looking for.
  3. On the right side of the screen, click Actions > Send
    • A message may appear on the screen letting you know if the template needs to go through another approval process after edits are made. 
    • If you see this message, click Yes, Edit Email to continue. 
  4. Update your email template.