Modifying an Existing Email Template

  1. Click the Browse & Send Campaign! Button in the Quick Actions section on the right side of the screen

2. Identify the template you’d like to modify

3. Click the blue Choose this template button below the template preview pane

4. Click the blue Edit Email link

5. Modify the content of the email template

6. Click the blue Save message as template link above the blue Preview button

7. Click the Save over existing template option

8. Click the blue Save button

The email is now saved. Continue to send the email or discard for later use.

Additional Information


Tip: If you include this text with brackets: {{first name}}
Levitate will automatically insert the first name of every person the email is sent to.

Note: If you would like to make sure all the employee users in your account can view and select the template, make sure to select the checkbox in the bottom right for "Shared".

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