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How can I delete or rename a mass email template? - Wed - May 7, 2025 - 4:57pm

If you have email branding enabled, and have created mass mail templates, you may want to delete or modify them at some point. Take the following steps to do so!

  1. First, navigate to your Templates tab on the left-hand menu >> Mass Email.



  2. From there, you'll see a mini menu of your various template types, including Events Marketing, Patron Database, Packages, Post Event, Reminders, and Renewals.



  3. Click on any of the template options to see the templates you've created in that category.
     



  4. To update the name of an existing template, click on the current name. This will then open up a text field, where it can be edited. Make sure to click on the blue check mark to save your changes.
     



  5. To delete an existing template, use the trash can icon beneath the name.

     
    Screenshot 2025-05-07 at 3.46.11 PM.png 10.69 KB


    1. Please note that if you click on the trash can icon, you will need to confirm deletion, since it cannot be undone:
       
      Screenshot 2025-05-07 at 3.49.16 PM.png 42.67 KB


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