This article describes the default behaviour of a highly configurable system. Your granting program may appear or behave differently depending on user permissions and custom configurations. If you do not appear to have access to everything you need, use the Help > Request Help link to request additional permissions.
You have the ability to manage email templates directly in your granting program. This includes creating new templates, duplicating existing ones for reuse, and removing those that are no longer needed.
These tools make it faster to update your communications and support flexible workflows across programs and campaigns.
Creating an email template
To create a new email template:
- Select Create New Template above the Detail View table in the Email Templates section.
- Populate fields for the email.
- Add any necessary smart expressions to the body of the email by selecting the configuration icon (
). You can learn more about smart expressions.
- Select Create Email Template to complete creation of the email template, or Cancel to return to the previous page without creating the email template
Note: All required fields must be filled in before the email template is created
Duplicating an email template
Duplicating an existing template can save time when you need similar formats or content. To duplicate an existing email template, follow these steps:
- Open the email template you want to duplicate by selecting its name in the Details View table.
- Select the Duplicate button under More Actions.
- Select Continue in the confirmation popup, .
- Modify the fields as needed in the newly opened page.
- Select Create Email Template to save the new template
Removing an email template
To remove an email template you no longer need:
- Open the email template you want to remove by selecting the name in the Details View table.
- Select Delete, under More Actions in the right panel.
-
Select Continue in the confirmation pop-up to confirm the deletion.
Note: If the template is in use, you may need to remove its settings mappings before deleting it.
Deleted templates cannot be recovered. Make sure you no longer need the template before proceeding.
To learn more about where templates are linked, go to Linking email templates to proposal types and mailboxes.