How to edit an existing template

  1. Click the Automations tab in the Loyalsnap Portal.
  2. Click Templates and there you will find all of your email and text message templates.
  3. Scroll or search for the template you’d like to edit.
  4. Click Edit on the template you’d like to adjust.
  5. Click the area of the email you’d like to adjust.

  6. Don’t forget to click Save Template once the necessary changes are made.


If you want to use any merge variables within the template click Merge Tags for the drop-down menu.

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