Admin users can easily edit each template to perfect messaging and strengthen brand alignment. Click here to watch a demo on How to Edit Templates and/or read the instructions below: 

1. 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.
2. Drag and drop your desired feature from the template editor into the template. 
3. Don’t forget to customize the features on the template in the areas indicated and assign action to them.
   1. 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.