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Quick Start

Last Update 5 bulan yang lalu

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Importing Email Templates in Email Designer

You can reuse email templates by importing them from another organization.

Support

Last Update 6 bulan yang lalu

This helps maintain consistent communication across multiple organizations and saves setup time.

How to import an email template:

Navigate to Settings.

Open Email Designer.

Choose Template (Echeck Template or Added To Organization)

Click Import Template.

Choose one of the following options:


  • Import from file - Upload an email template file from your device.
  • Import from organization - Choose organization from the list.


    Review the imported template and click Save.

     

    Imported templates can be edited and customized after import.

     

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