Kavi® Members Help

Chapter 156. Edit an Email Template

Overview

The Edit an Email Template tool is used to edit custom email templates for use in Kavi Members email tools. Email templates may be scheduled to be sent automatically via the Manage Email Schedule tool when a certain kind of event occurs. Administrators can also use the Manage Email Schedule tool to manage a template associated with a scheduled email. Administrators can manually generate template-based email via the Send Template Blast to Company Representatives or Send Template Blast to Users tools.

Back to top

How to Edit an Email Template

Once an email has been created, you can't change the 'About' setting. You may edit the details as desired.

Details

Set the template name, provide a subject line and compose a message. Click Preview to see how an email based on your template will look.

Template Name

You may edit the template name.

Subject

Enter the value you want to appear in the Subject field of email based on this template. You may use any of the variables listed in the 'Variables' section of the tool page.

Text

Enter the message you want to appear in the body of the email. You may use any of the variables listed in the 'Variables' section.

Variables

A list of available variables. For more information, see Template Variables.

Preview

Your template is displayed with real values substituted for variables so you can see how your template will look. If you want to view it with a different set of values or have any changes to make, click the Back button, then click Next when you are ready to return to the Preview step. Click Save when you are ready to save your template.

Done

Your template has been saved and is immediately ready for use in the Manage Scheduled Email and template blast tools.

Back to top