{"id":35602,"date":"2019-09-26T14:51:41","date_gmt":"2019-09-26T14:51:41","guid":{"rendered":"https:\/\/www.123formbuilder.com\/docs\/?p=35602"},"modified":"2022-10-25T10:44:03","modified_gmt":"2022-10-25T10:44:03","slug":"how-to-manage-your-email-templates","status":"publish","type":"post","link":"https:\/\/www.123formbuilder.com\/docs\/how-to-manage-your-email-templates\/","title":{"rendered":"How to manage your email templates in 123FormBuilder"},"content":{"rendered":"<p>Email templates save you time when you want to send the same email\u00a0on multiple occasions.\u00a0You can create different templates for your forms, or just use one on all.<\/p>\n<p>Depending on your needs, there are seven default templates that can be customized in our <a href=\"\/\">form builder<\/a>:<\/p>\n<ul>\n<li>Default notification template<\/li>\n<li>Default HIPAA notification template<\/li>\n<li>Payment template<\/li>\n<li>Approval request template<\/li>\n<li>Autoresponder template<\/li>\n<li>Copy of submission template<\/li>\n<li>Quiz template<\/li>\n<\/ul>\n<p>Click where it says <b>Load template<\/b>\u00a0and choose the template you want to use.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-42074\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/LoadTemplate.png\" alt=\"Load template\" width=\"612\" height=\"271\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/LoadTemplate.png 632w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/LoadTemplate-300x133.png 300w\" sizes=\"auto, (max-width: 612px) 100vw, 612px\" \/><\/p>\n<p style=\"text-align: center\">\n<p>Customize the template and once you are done and satisfied with the result, click\u00a0again on\u00a0<b>Load template<\/b>. From the list, select <b>Make this draft a template<\/b>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-42075\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/MakeDraftTemplate.png\" alt=\"Edited template\" width=\"597\" height=\"293\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/MakeDraftTemplate.png 628w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/MakeDraftTemplate-300x147.png 300w\" sizes=\"auto, (max-width: 597px) 100vw, 597px\" \/><\/p>\n<p style=\"text-align: center\">\n<p>A pop-up window will appear where you can name your new template. Hit save and the custom template will appear in your template list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-42076\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/NewTemplate.png\" alt=\"New template\" width=\"523\" height=\"428\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/NewTemplate.png 566w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/NewTemplate-300x245.png 300w\" sizes=\"auto, (max-width: 523px) 100vw, 523px\" \/><\/p>\n<p style=\"text-align: center\">\n<p>In order to delete or rename a template, head back to the Body dropdown list and select <b>Manage Templates<\/b>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-42077\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/ManageTemplates.png\" alt=\"Manage templates\" width=\"626\" height=\"295\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/ManageTemplates.png 643w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/ManageTemplates-300x141.png 300w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/p>\n<p style=\"text-align: center\">\n<p>The templates are saved within your account and can be enabled on any form.<\/p>\n<p>PDF templates can also be saved as drafts and used on other forms.<\/p>\n<p style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-42078\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/SubmissionPDFTemplate.png\" alt=\"Submission PDF\" width=\"616\" height=\"484\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/SubmissionPDFTemplate.png 671w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/SubmissionPDFTemplate-300x236.png 300w\" sizes=\"auto, (max-width: 616px) 100vw, 616px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Email templates save you time when you want to send the same email\u00a0on multiple occasions.\u00a0You can create different templates for your forms, or just use one on all. Depending on your needs, there are seven default templates that can be customized in our form builder: Default notification template Default HIPAA notification template Payment template Approval [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[87],"tags":[842,841,843,840,844],"class_list":["post-35602","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-notifications","tag-customize-email-template","tag-load-template","tag-make-this-draft-a-template","tag-manage-email-templates","tag-manage-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to manage your email templates | 123FormBuilder Docs<\/title>\n<meta name=\"description\" content=\"Email templates save you time when you want to send the same email on multiple occasions. You can create different templates for your forms. Learn how!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.123formbuilder.com\/docs\/how-to-manage-your-email-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to manage your email templates in 123FormBuilder\" \/>\n<meta property=\"og:description\" content=\"Email templates save you time when you want to send the same email on multiple occasions. You can create different templates for your forms. Learn how!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.123formbuilder.com\/docs\/how-to-manage-your-email-templates\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2019-09-26T14:51:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-10-25T10:44:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2019\/09\/LoadTemplate.png\" \/>\n<meta name=\"author\" content=\"Julia\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Julia\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to manage your email templates | 123FormBuilder Docs","description":"Email templates save you time when you want to send the same email on multiple occasions. 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