Engage Voice | Managing your email templates

Table of contents

Once you’ve created an email template, it will appear in a table under the Configure Email Templates section. The table will display the unique ID for the template (Template ID), the name of the template (Template Name), the subject line that the email recipient will see when the email is sent (Subject), and the To and From email addresses. 
 
To the far right of the table, you are given the option to either edit your email template (via the pencil and paper Edit icon) or delete your template (via the Delete x icon). 

Setting up an email template attachment

If you would like to add an attachment to your email template, you can do so by following these steps:
  1. In the Configure Email Templates table, click the Edit pencil and paper icon next to the email template to which you’d like to add an attachment.
  2. At the top of the window that appears, click the Attachments tab. 
  3. Click the Custom Upload button. 
  4. Select the file(s) you’d like to attach to the email.
  5. Click Save to complete the file upload and close out of the window.
Once the file has been uploaded, it will appear in the table at the bottom of the modal window. In that table, you’ll see the ID assigned to the file (Attachment Id), the name of the file (Filename), and the size of the file (Attachment Size) in KB. To delete the file, click the Delete x icon at far right.
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