InsuredMine CRM | Optimize and Grow Your Insurance Agency

Edit Templates in Template Builder

As a marketer, you are expected to roll out meaningful content with effective visual appeal. Earlier you could just create customized templates using a template builder and after saving them in template folder editing options were limited. Now you can edit back the same template using the Edit Template in Template Builder option in templates widget.

Follow the following steps to edit the template in Builder :

  1. Go to Engagement module, then click on Templates
  2. Click on the 3 dots action button, for the template you created earlier using a template builder (as mentioned in the image below).
  3. Select the Edit template in the Builder option to make the required changes to the selected template.

You can edit only those templates in template builder that was previously created in Template builder.

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