How do I copy a template to make my own changes?

How do I copy a template to make my own changes?


Since some templates are shared between all Users, you will often be required to make your own copy to make unique edits.
Click on Setup > Asset Templates


Click Copy on the template you'd like to make a duplicate of for your own use and edits


Then click on your new template to edit it. Your new template will have a string of numbers after the original title in order to save it as a unique template. 



When you are done click Close, and Save & Close


You can rename your copy by clicking on the Info option under views and giving it a new name. If you change the name of the template, make sure to click Save


Now you’ve created an original email template that only you can see and use. To share it with other users in your company account, click on Permissions and share it with others.
Learn more about adding this template to a drip here: How to Create an Email Drip Campaign Template


    • Related Articles

    • How to request an email template or other custom asset

      One of the great things about Mindmatrix programs is that you can request custom asset creation from the Mindmatrix services team. Whether you need an email sent to your customers, a registration page for your upcoming event, or another custom asset, ...

    • How do I create a PowerPoint template?

      Option 1 - Converting an Existing PowerPoint presentation into a Mindmatrix template: 1. Make sure you have the Mindmatrix Desktop Widget installed. 2. Click on Insert and select AMP Field Chooser. 3. This will allow you to convert your Powerpoint ...

    • How do I access the Asset Template gallery?

      As an MSP Advantage, MarketNow Concierge or IT Advantage client, you have access to pre-created content in your account that you can customize on your own, or work with support to utilize. This article details how you can find these ready-made assets ...

    • How do I edit the email templates in an Email Drip Campaign?

      Along with editing and creating email campaigns individually, by template you can also edit the email templates already in a drip from the Email Drip Campaign editor. This helps streamline your edits so you're not switching back-and-forth between ...

    • How to be Successful Using MSP Advantage Program

      Posted by The Team at Mindmatrix on 18 February 2016 11:40 AM MSP Advantage Program is a great tool to help companies grow their marketing and sales efforts.   Our MSPs who have seen the most success follow these 4 items: Patience: Industry ...