Admin users can easily edit each template to perfect messaging and strengthen brand alignment.
- Click the orange tab labeled Edit below the template you want to work on. The template editor will appear, along with several features you can add to your template.
- Drag and drop your desired feature from the template editor into the template.
- Don’t forget to customize the features on the template in the areas indicated and assign action to them.
- To preview your templates, we recommend creating a test account. This will allow you to get a good sense of what your document looks like before you send it out to anyone.
