How to Edit Email Templates

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000003538

To update the content or formatting of system emails, users can access and modify the default email templates directly from the Admin area. This allows full control over subject lines, messaging, styling, and merge tags. 

Locating the Email Templates Editor

The following steps outline how to locate and edit any email template.

Login to the Admin area of the site and navigate to Emails - Email Templates:

Locate the email template to edit either by scrolling through the list or by searching for keywords in the email template in the “Search Emails by Keyword” field:

Email Template Categories

Filter the default email templates by; Category, Customer Service, Lead Emails, or System Emails: 

Filter by Category has all the email templates with a total of 63: 

Email Template Types

Customer Service Templates

Customer Service has a total of 18 templates:

Lead Templates

Lead Emails have a total of 21 templates:

Automated Templates

System or Automated emails have a total of 24 templates:

Customizing a Template

Once the template has been identified, click on the “Customize” button for the email template:

Make the desired edits and click on the “Save Template” button to save the changes:

Add all of the desired text, images, and links using the WYSIWYG editor.

Adding Images

The options available for email templates differ from those in other Froala editors. The following options are displayed for images in the email template editor:

The attributes ‘id’ and ‘class’ have been removed from Froala Email Templates to streamline the code and improve compatibility. Additionally, the toolbar options for images have been simplified by removing the caption feature.

Additional Information

Here are some articles related to the editors: 

» Everything About WYSIWYG Editors

» How to Post Images On WYSIWYG Editors

Modifying an Existing Customized Template

To make further edits to this template that has already been copied to the website, follow steps 1 and 2 above, locate the template in the “Customized Email Templates” section of the page, and click on the “Edit” button in the “Actions” drop-down for this email template:

Preview A Template

A modal will pop up when viewing the Preview of the template:

Please note that when cloning an email template to the site, the system automatically adds "copy-of-" to the title of the template. This will happen automatically if the name of the default email template is not changed. This is a way to avoid conflicts with duplicate email templates. 

Inline Style Attributes

The following are the default inline style attributes applied within email Froala editors. These styles help ensure a consistent appearance across the email templates.

For any modifications or the addition of custom styles, please contact us at support@brilliantdirectories.com