To edit your Email Template, click on your name to show the dropdown list.
Then select “Account”
Once you have selected “Account”, it will bring you to this screen, and here, you will need to select the tab that says “Email Template”
Once you have selected “Email Template”, it will open a page that looks like this:
Here is where you can use the auto-populated fields that we have entered in the fields already that is our “NexOne Template”, or you are able to Create a New Template by clicking on the green “Create a New Template” Icon to make it more personal.
Once you are happy with your template, please ensure you select the save button at the bottom of the screen.
If you click on “Send Preview” this will send a preview to your email so you can see it firsthand if you'd like to see what your clients will receive.
