eInsight - viewing your email templates

Access all your templates in one convenient location.

Access the View Templates Tab

Select the circle icon containing the first initial of your name in the upper right corner to view a drop-down list.

Select Admin from the drop-down list.

Select the View Templates tab or All Tabs > View Templates.

Locate an Existing Template

Use the Category drop-down list to filter your templates, or enter a name or description and select Search to find a particular template.

Preview, Edit or Delete an Existing Template

1. Select the Preview link on the left side of a template thumbnail to view the template at full size.

2. To edit a template, select the wrench icon in a template thumbnail to open it in edit mode. Make your changes and select Save.

3. To delete a template, select the trash icon in a template thumbnail. Select Yes in the Delete window to confirm.

Add a New Template

1. Select Add.

2. Enter a Template Name.
3. Enter a Template Description.
4. Choose a Category from the drop-down list.
5. Insert your template content in the WYSIWYG editor.
6. Select Add.