Importing Email Templates
Step 1:
From the hammer icon, go to the Templates menu and select New Import.
Step 2:
From the Import Type dropdown, choose Email Templates.
Step 3:
Click Locate Spreadsheet to grab your spreadsheet from your computer and click the Upload Spreadsheet button.
Template Title - the title of your email template
Email Subject
Email Body - your email messages
Shared - you can remove this on your spreadsheet column since you can change the “shared” permission in your organization menu
Editable - you can remove this on your spreadsheet column since the email template can be edited once uploaded to the system
A sample CSV spreadsheet
Step 4:
Simply choose a "field type" for each column. Once finished, click Finalize Import.
Delete Import Email Templates
From the hammer icon, go to Templates and click All Imports.
Look for the import spreadsheet that you want to remove and click the DELETE link button.
Type the word “DELETE” inside the box provided and hit the DELETE button.
Important: Once the spreadsheet is deleted, all content in the import WILL BE REMOVED and cannot be retrieved. |
Pro Tip: Only give manager-level organizational users authority to delete imports in your permission settings.