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How do I clone a Mail Template?

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How do I clone a Mail Template?
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Saved templates can be cloned, which is a useful feature that allows users to easily create a new template that is very similar to an existing one. This can be particularly helpful when you need to create a template that is almost the same as an existing one but with a few minor changes.

Proceed through the steps below to clone an existing mail template.

Step 1: Access the Mail Tab

In production, click the Mail tab in the Navigation Bar.

Step 2: Click Template Library

Select the 'Template Library' link in the navigator pane under Templates.

Step 3: Select Template

Click the name of the source template from the template library.

Step 4: Click Clone

Click the "Clone" button at the bottom of the template.

Step 5: Review Cloned Template

The Mail Template page will be populated with the new cloned template.

Step 6: Customize Template

Rename and edit the template fields to make them unique. View How do I create a Mail Template? for tips and additional information on how to update the Mail Template fields and content.

Step 7: Save Template

Click the "Save" button at the bottom of the page.

 

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