How to Edit Email Templates

How to Edit Email Templates


How to edit email templates 

By following the steps outlined, users can efficiently modify templates, select recipients, and utilize variables for personalization. Important note: only copies can be edited. Original templates are not editable.


  1. Login to Solatech

  1. Click the "gear" icon

  1. Click "Account administration"

  1. Click "Email templates"

  1. Hover over the template you want to edit and click the "pencil" icon to edit the template

  1. Choose who the email template should be sent to in the "To" field and choose from the dropdown menu, then add any appropriate emails to the "Cc" or "Bcc" fields

  1. Click the "Body" field and make the appropriate edits

  1. Click "here" for a full list of "variables" to pre-populate [[bracket]] fields

  1. Here is an emample of the variables list

  1. Click "Save"


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