Copying Templates for Automation/Reminder Emails

You can copy a template for email notifications sent from an Automation workflow or a Reminder notification loop, to create a new one.

Note

The Reminders feature needs to be enabled on your system. Submit a request to your Unifyr One team if you’re interested in using it.

1. Navigate to   > Settings > System Messaging. 
2. In System Messaging, navigate to the Custom Emails tab in the left sidebar.
3. Click on the name of the template you want to update, to open it for edit.

4. Click Options > Copy. 

   

5. Add a new name for the template, then make any changes you need.
6. Activate the template if required. For more information, see Activating/Deactivating Templates for Automation/Reminder Emails.
7. Click Save and Close. The new template is added to the Custom Emails list.