Import Email Template from Version 1

How to import an existing template in version 1 Email comms into version 2


Required System Role: Standard User

Required Team Role: Editor and Comms Contributor

Find the existing V1 campaign for import

Search for the existing email campaign in version 1 comms and click the blue arrow to open the campaign.

Click 'Build Email' from the headings.

Once the campaign has finished loading in your workspace, you will see a button in the bottom left ' Save as V2 Template', click that to begin the import process.

A new popup will appear and you will need to enter a new Template Name in the field provided.

Once you have entered a name for your template the 'Create Template' button will become active, click that to save and import your template into Version 2 comms.


Finding your newly created V2 template

Your newly created templates can be found here in the 'Templates' area.


Type the name of the template you created in the search field to locate your template.

Once you find the template, there are some options available to you, it is also possible to change the view of your managed templates here

And switch between 'Grid' and 'List' views.

Favourite a template

The Star option in the lower right of your template image allows you to 'Favourite' your most used templates. 

Favourite templates can then be accessed via the drop-down to the right of the Manage Templates area.

Three-dot menu options

Three options are accessed via the three-dot menu at the bottom right of your template.

You will then be able to 'Edit Template', 'Clone template' and 'Delete Template'.

Editing a template

Once you select this option, make any of the necessary changes to your template and then click the 'Save Changes' button at the top right.

An edited template overwrites the existing template, if you need to keep your existing template, select Clone template instead.

Cloning a template

If you need to update an existing template and you don't want to overwrite the existing template, make sure you select 'Clone Template'.

This way it will copy the existing template and allow you to make any necessary changes without deleting the existing email template.

The cloned template will appear in your list of managed templates with the same name as the existing template you have cloned it from with a number at the end in brackets.

You can then edit the template and save it.

Deleting a template

Deleting a template will permanently delete the template from your list of templates for every User.

Please ensure you are deleting the correct template before you go ahead and delete any templates.