As a company admin, you have the ability to view all available email templates, preview them, and activate them for your loan officers to use. Here’s how:
Step 1: Navigate to Email Templates
Go to the Admin section.
Click on Marketing.
Select Email Templates.
Step 2: Review Templates
You will see a full list of all available templates (e.g., holidays, events, campaigns).
The Is Active column shows whether a template is available for your team:
Red toggle = Not active
Green toggle = Active for the team
To preview a template, click the eye icon on the right side.
Step 3: Activate Templates
To make a template available for your team, click the toggle switch in the Is Active column.
Once activated, your loan officers will see and be able to use the template.
Step 4: Clone and Edit Templates
Since global templates cannot be edited directly, you’ll need to clone them to customize:
Click the Clone icon next to the template you want to edit.
Give the cloned template a new name (e.g., “Thanksgiving – Customized”).
Edit the subject line, body text, or add headers/branding as needed.
Save your changes.
Activate the cloned version for your team to use.
Best Practice: Always review and approve templates before activating them to ensure they align with your credit union’s brand, compliance standards, and messaging style.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support