How do I make changes to the email templates sent by Client Manager?

To make changes to the campaign templates, click on the Templates tab. Then from the drop down selection only choose those templates that start with "Marketing Plan -". Open it up then go right into the email and make your changes. Once done, click SAVE. (NOT Save As).

*Note: Once you make changes to a Marketing Plan template, there is no way to bring it back to its original state. Although, our support team can help with that. Let us know which one you want back to the original via a support request and we can get that done.

If you have any questions regarding this process, please submit a support request.