Copy an email template and customize it.

  1. The easiest way to copy and customize an email template is to go to Tools on the menu bar and select Edit Email Templates.  You can also open an Email Template from Families > Email/Text Families; change the Template Name to make a new customized template.
  2. Choose a template and click the Copy icon (second from left). 
  3. Make any changes and if you wish, rename the template. 
  4. Select the Copy Template button to save your new template.