How to Manage Email Templates in Readymode

Modified on Fri, Dec 12 at 11:37 AM

Want to change or delete a Template? Check out the instructions below.

Managing Templates

The following options will help you to easily manage your Templates. To access these options, first navigate to Templates.

Editing Templates
Removing Templates

Editing Templates

Using the Configuration Options available, you can easily adjust your Templates to meet your business needs.

To make changes to an existing Template, click on the Template in the Folder to open it.

Screenshot of an Email Template file titled "Email Template – Follow Up" in the Readymode Admin Files folder.

Adjust the Configuration Options to suit the purpose of the Template. Your Template will be automatically saved as soon as you edit it.

Screenshot of the Edit Email Template screen in Readymode, showing Template Type set to Email, Template Name “Follow Up,” Subject field, attachment options, variable tools, and the message editor.

Removing Template

To remove a Template, click on the Template in the Folder to open it.

Screenshot of the Admin Files folder in Readymode showing an Email Template titled “Follow Up” highlighted.

Next, click the Delete Template button in the upper right.

Screenshot of the Edit Email Template screen in Readymode with the “Delete Template” button highlighted on the right side of the toolbar.

The Template will now be removed.