Managing Templates Created in the Visual Template Designer
Your organization can use email campaign templates to standardize on branding or types of emails. You can create an email campaign template in either the Email Message Designer or the Visual Template Designer.
Important: Templates created in the Email Message Designer cannot be copied and cannot be edited in the Visual Template Designer.
Searching for templates
To edit, copy, preview, rename, or delete a template, or to edit its description, search for the template using the global navigation bar.
To filter search results to show only templates:
- From the search results, click Show filters.
- Click Type to show options for filtering by object type.
- Scroll to the Other section, and select Email Templates. The filter is applied and the list will show only email templates.
Options when managing templates
Click the template's name to preview the template.
Click View details to see the template's description.
Click to edit the template in the Visual Template Designer.
Important: Templates created in the Email Message Designer cannot be edited in the Visual Template Designer.
Click to create a copy of the template.
Important: Templates created in the Email Message Designer cannot be copied.
Click to preview the template.
Click to rename or delete the template. Select Rename to edit the template's description.
Note: Deleting an email campaign template does not impact any campaigns that use the template.