So you've found an email template that you like, but you just want to change a few words or add some extra information; or you've created a custom email template that needs to be updated. No problem!
Editing IdealTraits Email Templates:
Once you have identified the email template that you would like to edit, locate the Duplicate Template button in the top right corner of the pop-up screen.
This will take you to the edit screen where you can rename the template, add it to a custom-named folder, and edit the email subject line or the content of the email.
Once you are happy with the updates, click Save Template and your edited email will be saved to send into the future.
Editing Custom Email Templates:
First, locate the custom email template that you would like to make changes to and click the Edit pencil in the top right corner of the popup screen.
From here, you can rename the template, add it to a custom-named folder, and edit the email subject line or the content of the email.
Once you are happy with the updates, click Save Template and your edited email will be saved to send into the future.
Emails sent from your IdealTraits account are logged in the Comments & Activity tab of a candidate's profile.
If you have any additional questions regarding this article please feel free to reach out, we are here to help.
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