Overview
This article will explain how to edit message templates in CiviPlus. There are 2 types of Message Template:
User-driven Messages - Custom Message Templates created by your users:
e.g. an invitation to interview
System Workflow Message Templates - default templates connected to CiviPlus workflows:
e.g. confirmation of event registration
Mosaico templates sit outside of this, and guidance on editing these is covered in separate articles within this Mailing Templates collection.
User-driven Messages
The initial creation of these message templates is covered in our Creating a Mailing using the "Traditional" Mailing interface guide.
To return to these templates at a later date to edit them, navigate to:
Mailings --> Message Templates --> Edit
OR
Administer --> Communications --> Message Templates --> User-driven Messages
This will take you to the same screen as when creating a message template. Here you can make and save your changes.
System Workflow Message Templates
System Workflow Message Templates are located in a different area to Custom Message Templates:
Administer --> Communications --> Message Templates --> System Workflow Messages tab
Select Edit against one of these templates to amend them:
A pane will open up to edit this message template in the same way as a custom message template.
However, caution should be taken with editing these system workflow templates, given their intrinsic connection to CiviPlus workflows:
Test these workflows thoroughly as soon as possible after the templates are amended
You can use the Revert to Default option against the template if you experience errors that you cannot rectify, or if you are unsure of the impact of your edits
It's worth noting that if you do customise a template, it may need to be reviewed when a CivPlus update is released, as updates to the core templates may not be applied to customised templates
e.g. tokens may have newer formats that need to be replaced