Actions on Email Templates

Email Templates are pre-designed email formats used in email broadcasts. Users can manage these templates by performing actions such as previewing, copying, renaming, updating thumbnails, and deleting.

Steps to Perform Actions on Email Templates

1. Access Email Broadcast Templates

• Log in to Geta.ai.
• Navigate to the Broadcasting Module.
• Select Email Broadcast.
• Click on Broadcast Templates to view all created email templates.

2. Available Actions

Find the three-dot icon (⋮) in the Action column next to a template. Click on it to see the following options:

✅ Preview – View how the email template looks before sending.
✅ Copy – Duplicate the template to create a new version.
✅ Change Name – Rename the template for better organization.
✅ Change Thumbnail – Update the template's thumbnail image.
✅ Delete – Remove the template permanently.

3. Save Changes

• After making updates, ensure to save any changes.

Next Steps

📌 Test the template – Use preview mode to ensure proper formatting.
📌 Organize templates – Rename templates for easy identification.

Now, you can efficiently manage your email templates in the broadcasting module! 🚀