How to Switch Email Templates Within the Email Builder
Switching email templates in Chat To Clients CRM is now easier with the ability to select a different template directly from the Email Builder. Instead of exiting the builder and starting again, you can open the Template Library, browse available designs, and apply another template to your current email. If your email already contains content, Chat To Clients CRM asks you to confirm before replacing it. This guide covers how to switch templates, apply a new design, and understand what happens to existing content.
Table of Contents
Key Benefits of Email Template Switching
Switch Templates Without Exiting: Open the Template Library directly from the Email Builder instead of leaving the editor to select another design.
Explore Different Designs: Browse or search available email templates while working on your current email.
Save Time During Email Creation: Avoid the repeated steps of exiting the builder, selecting another template, and reopening the editor.
Change Designs Mid-Build: Choose a different template after you have already started working on an email.
Confirm Content Replacement: Review a confirmation prompt before replacing an email that already contains content.
How To Switch Email Templates in the Email Builder
Step 1: Open the Email Builder
From the Sub-Account view, click Marketing in the left navigation menu.
Select Emails.
Click Templates.
Locate the email template you want to edit.
Click the template to open it in the Email Builder.
Step 2: Open the Template Library
Once you are inside the Email Builder, use the new template-switching icon to access available designs.
Locate the template-switching icon in the Email Builder.
Click the icon.
The existing Template Library modal opens.
Step 3: Browse or Search for a Template
The Template Library lets you explore available designs before selecting the one you want to apply.
Browse the templates displayed in the Template Library.
Alternatively, use the search field to find a specific template.
Select the template you want to use for your email.
Step 4: Replace the Current Template
After selecting another template, you can apply it to your current email from within the Template Library.
Select the desired template.
Click Replace.
If the current email already contains content, review the confirmation prompt.
Confirm the replacement to proceed.
After the replacement is completed, the selected template appears on the email canvas.
Review the newly applied template.
Check the content and design to make sure the selected template meets your needs.
Continue editing the email using the available Email Builder tools.
Understanding Template Replacement
When Your Email Already Contains Content
If the email canvas already has content, Chat To Clients CRM prompts you to confirm before applying the selected template.
Select a different template from the Template Library.
Click Replace.
Review the confirmation prompt.
Confirm the replacement to apply the selected template.
The selected template replaces the existing canvas content after confirmation.
When Your Email Does Not Contain Content
If the current email canvas does not contain content, you can select a template and click Replace to apply it.
Frequently Asked Questions
Q: Can I change email templates without leaving the Email Builder?
Yes. The new template-switching option lets you open the Template Library, select another template, and apply it without exiting the builder.
Q: Can I search for a template instead of browsing the entire library?
Yes. The Template Library supports browsing and searching for templates.
Q: What happens to my existing email content when I switch templates?
Applying a different template replaces the content currently on the email canvas. If content already exists, Chat To Clients CRM asks you to confirm the replacement.
Q: Do I need to recreate my email to use a different template?
No. You can switch to another template directly within the Email Builder instead of exiting and starting again.