How to get there: Go to Automation → Message Templates, then click on any email template.
The Settings card holds all the configuration options for the template:
You can Expand the Settings Card by clicking the show/hide toggle (the "chevron" expand/collapse icon) in the top right corner to see more settings controls. Click the toggle again to hide them.
The Template Name shows the a name for your template. This is what you'll see in the templates table and in the template select list when sending messages.
The Subject Line shows the subject the email recipient will see.
Who Can Send This Template controls which staff and location(s) can use this template. It contains a pair of select lists which are controlled by Hierarchy Type:
Location(s) is the default value for Hierarchy Type. When selected, the select list to the right of it will contain various locations, areas, regions, etc. as well as "All" and "Corporate Only" selections. "Corporate Only" means only people in the corporate office can send the template.
Brands is another Hierarchy Type option if the Brands feature is enabled. The select list to the right will change to "Brand" and you'll be able to select a brand. Locations operating under that brand will have access to this template.
Location Group is another Hierarchy Type option if the Location Groups feature is enabled. The select list to the right will change to "Location Group" and you'll be able to select the location group you want to give access to.
Preview Text allows you to control what text appears after the subject line in some email clients like Gmail. This text will appear between the subject and the start of the message body. It is not required.
If Communication Types is enabled, Communication Type Indicates how the template is categorized.
If Template Groups is enabled, Template Group assigns the template to a group.
If Template Tags is enabled, you can click the Tags button to assign tags to the template.
Note: System-locked tags (like "Used in Workflows" and "Used in Drips") are applied and removed automatically. They cannot be edited manually.
Attachments allows you to attach PDF or image files to your template.
Click the Archive checkbox in the bottom right of the card in order to hide this template from the Message Templates table.