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Manage Your Messaging Templates

This article will explain how to manage your messaging templates.

  1. From the left navigation menu, select PartnersAutomationMessaging Templates.

  2. Select the columns-solid__1_.svg [Columns] on the right of the screen to add or remove columns from the table.

    Column

    Description

    Name

    The name of the template.

    Create Date

    The date the template was created.

    Last Updated by

    The last account user to have made changes to the template.

  3. Hover your cursor hover a template if you want to make changes to it and select Edit.

  4. Optionally, hover your cursor over a template and select ellipsis-h-solid__1_.svg [More] to Send Test Email or Delete it.

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