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Copy an email template

Save yourself time and effort. If you must create an email template and a similar one exists, you can copy and tweak the existing template to create the new template rather than start with a blank screen.

1. From Email, click Templates. Templates appears.
2. To search for a template, enter its name or subject or select its data source in the filter fields and click Filter. The templates that match your criteria appear.

Note: The grid displays up to 50 results at a time. If you have more than 50 results, click Prev or Next to page through the results.

3. Select a template and click Click here to copy this email template. The New template page appears with settings from the existing template.
4. On the Properties tab, enter a new name in the Template Name field.
5. Edit the template settings as necessary. For information about how to design an email template, see Design and send an email message.
6. Click Save. The template opens to the Design tab with a layout based on the original template.
7. Edit the layout as necessary. For information about how to design an email template, see Design and send an email message.
8. Click Save.
9. To return to Templates, click Return.