Editing an Existing Template
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Templates app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Editing a Template in the Templates Application

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Templates’.

2. Choose Template to Edit:

Identify the template you wish to modify within the 'Template Name' category. When you place your cursor over the chosen template, a gear icon will appear (in the table view).

3. Access Editing Options:

Click on the gear icon. A submenu will present with various options: 'Preview', 'Edit', 'Duplicate', and 'Delete'. Select 'Edit'.

4. Update Template:

The editing menu will display, it's the same interface that was used when the template was initially created. You have the ability to add or delete text in each field, just like when setting up a new template.

5. Save Changes:

Once you've made your modifications and are content with the changes, confirm by clicking 'Save' located in the top right corner of the page. Your updates to the template are now saved and will be applied to any future usage of this template.

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