If you are unsatisfied with your template or otherwise need to make a change, you can easily edit an existing template at any time. Follow the instructions below to make edits to your SMS or email templates:

  1. Navigate to the Templates app using the app drawer at the top right of your dashboard.

  2. Hover over the template you wish to edit within the Template Name category. A blue gear icon will appear as shown below:

  3. Click on the gear icon. A submenu will appear with the following options: Preview, Edit, Duplicate, and Delete. Click on Edit.

  4. The menu that appears is the same menu you used to create the template. You can delete or add text in each field just as you did when creating a new template.

  5. When you are satisfied with your changes, be sure to click Save in the top right corner.

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