This article explains how to match screenshots to the correct Email Contacts (Inc. Bulk Emails) (3) email template, then safely open and edit the right template based on its template name, recipient, and UI path.
How to locate and edit email template 7.1: Email all stages in CRM → Contacts
Purpose: Use this template when you want to edit emails sent to contacts from CRM stages.
Template Details:
Category: Email Contacts (Inc. Bulk Emails)
Template ID: 7.1
Name: Email all stages in CRM → Contacts
Recipient Type: Contacts
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Email Contacts (Inc. Bulk Emails).
Choose 7.1 Email all stages in CRM → Contacts.
Select Default variant (or your custom variant).
In the left panel, the group Email Contacts (Inc. Bulk Emails) is selected.
The template 7.1 Email all stages in CRM → Contacts is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 7.2: Email in Advanced Search → Contacts
Purpose: Use this template when you want to edit emails sent to contacts from Advanced Search results.
Template Details:
Category: Email Contacts (Inc. Bulk Emails)
Template ID: 7.2
Name: Email in Advanced Search → Contacts
Recipient Type: Contacts
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Email Contacts (Inc. Bulk Emails).
Choose 7.2 Email in Advanced Search → Contacts.
Select Default variant (or your custom variant).
In the left panel, the group Email Contacts (Inc. Bulk Emails) is selected.
The template 7.2 Email in Advanced Search → Contacts is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 7.3: Email in Tasks → Contacts
Purpose: Use this template when you want to edit emails sent to contacts from the Tasks area.
Template Details:
Category: Email Contacts (Inc. Bulk Emails)
Template ID: 7.3
Name: Email in Tasks → Contacts
Recipient Type: Contacts
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Email Contacts (Inc. Bulk Emails).
Choose 7.3 Email in Tasks → Contacts.
Select Default variant (or your custom variant).
In the left panel, the group Email Contacts (Inc. Bulk Emails) is selected.
The template 7.3 Email in Tasks → Contacts is highlighted.
Under it, Default is visible as the variant option.