Email Template List

Understand the breadcrumb navigation: At the top you see the path Dashboard → Email template → List. Click Dashboard to go to the main dashboard, or click Email template to return to the root page.

Create a new email template: Click the New button with the + icon in the top right corner. This opens the Create email template screen.

Filter by type: Below the breadcrumbs you will find a tab bar with the following tab:

All: Shows all email templates regardless of type. The number badge shows the total count.

Click a tab to filter the list. If a filter is active, a results summary line is shown with a Clear button to reset the filter.

Review the table: Each row shows one email template with these columns:

Name: The template name in bold with the email subject line below in grey. Click the row to open the template for editing.

Type: A coloured chip showing the template type, e.g. WelcomeEmail, Custom or Cancellation.

Last modified: The date and time of the template's most recent change.

Actions: A three-dot menu icon that opens additional options.

Sort the table: Click a column header (Name, Type or Last modified) to sort the table. Click again to reverse the sort direction. The default sort is Type in descending order.

Edit a template: Click directly on the row, or click the three-dot actions icon and select Edit.

Delete a template: Click the three-dot actions icon and select Delete. Confirm in the dialog that appears. The template is permanently removed and the list updates automatically.

Bulk selection: Select multiple rows to see a toolbar with a bin icon. Click the bin icon to delete all selected templates at once.

Change rows per page: Use the Rows per page dropdown at the bottom to choose how many templates are shown per page. Use the arrow buttons to navigate between pages.

Compact mode: Toggle the Compact switch to reduce row height and see more templates at a glance.

Contact us via the chat in the bottom right corner, and we will help you further.