Customize a template

**The information on this page is relevant for customers who are a part of the Engage beta only.*

Engage provides an assortment of different templates you can choose to send to your contacts. The best part is that you can customize your templates to sound more like your tone of voice or to better fit your business needs.

To do so:

  1. Navigate to Engage
  2. Click on Email templates, and you'll see a list of templates
  3. Click on the Template name or arrow/chevron icon to expand and view each template
  4. The subject line and template body copy can be edited by simply typing in new text. The content inside of the double brackets {{}} should be personalized for each client—this makes each communication more personal
  5. To save changes, click on Save Template

Not happy with the new content? There is a reset icon to turn back the clock and restore the default template.

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