How to Swap Templates on Email Sales Campaigns

How to Swap Templates on Email Sales Campaigns

This article walks you through the step-by-step instructions on how to swap templates on your email sales campaigns. If you prefer to watch a video demonstration on this process, please click HERE.

If you need to change an email template that is being sent as part of your Sales Email Campaign, simply follow these step-by-step instructions below:
  • Click on Setup menu, then click on Sales Campaigns
  • Click on the Sales Campaign that you want to change
  • In the Email Schedule section click on the schedule that you want to change 
  • Click the selection arrow next to the name of the Template that you want to change
  • Select a new template from the list and click "Save"
  • Click Save again to complete the change and you're done!