What's New in ExtraaEdge !
  • Release Notes
  • Release 1.49
    • 13 July 2020
      • LiveChat
      • Switch IVR to App Calls
      • Application List
      • Web Analytics
  • Release 1.48
    • 30th June 2020
      • Multiple Lead List
      • Prediction Score
  • Release 1.47
    • 5 June 2020
      • Segmentation
      • Fees Module Payment Integration
      • Whatsapp Bot
      • Bug Fixes
  • Release 1.46
    • 27th May 2020
      • Video call feature
      • Restrict Duplicate Emails
  • Release 1.45
    • 6th May 2020
      • Segmentation
      • Fee Collection Module
      • Counsellor Alert Notification
  • Release 1.52
  • 9th Sep 2020
    • All templates visibility based on Counsellors
    • Campaign Enhancements
    • ChatBot Feature Updates
    • Help Document of ExtraaEdge
  • Release 1.55
    • 20th Nov 2020
      • Country Code Dropdown in App Form Widget
      • Other option text field
      • Existing Lead Re-Enquiry on Application Form
      • Validation of Fields in App Form Registration Form
      • Updated Dashboard Button Position
      • TitleCase & UpperCase for all Text Fields in App Form
  • Release 1.56
    • 7th Dec 2020
      • Lead Details & Activities Show/Hide
      • Additional Bulk Upload Fields
      • App Form Step Completion Custom Popup
      • Chat List - Unread Message Counter
  • Release 1.57
    • 11th Dec 2020
      • Multiple Lead Journey For Application Form
      • Counselor Notification- Chat Disabled for Counselor
  • Release 1.58
    • 30th Dec 2020
      • Sequence of all dropdowns in CRM
      • Removing Spaces in Text Values
      • Category Based Leads on Referred From Me Tab
      • Application Form PDF to All Emails
      • Additional Search Fields in Filter
  • RELEASE 1.59
    • 20th Jan 2021
      • Offer Letter Generation in Application Form
      • Multi-Domain integration
  • RELEASE 1.60
    • 13th Feb 2021
      • Session Time Tracker - For Users
      • Lead Verification
      • No Email and No Mobile Lead Filter
      • By Default All Counsellor Filter
      • Counselor Access to Application Form
      • Mapped Fields in Filter
      • Segmentation - Null Action Date
  • RELEASE 1.61
    • 15th March 2021
      • Brand new Lead Card
      • Advanced "Save Filter" Feature
      • Drag & Drop Email Builder
      • Dynamic Filters & Fields Capturing Important Activity Dates Of Application Form
      • Login Feature in App form Widget
  • RELEASE 1.62
    • 17th March 2021
      • Lead to Application Journey
      • FB Remarketing Audiences
      • Auto Save App Form
      • Post Application Process in app form
      • Quick Add PopUp Change
  • RELEASE 1.63
    • 3rd April 2021
      • Internet Speed On UI
      • Chatbot in Application Form
      • App Form Slot Booking
      • No Limit on campaign
  • RELEASE 1.64
    • 4th May 2021
      • Change Course Amount to pay for Lead
      • Duplicate and Draft Email Templates
      • Timestamp in lead chatbot history
      • Pop Up in CRM if connection is broken during LiveChat
      • Redirecting to lead list from drilldown table in the reports
  • RELEASE 1.65
    • 8th May 2021
      • Payment Receipt Generation
  • RELEASE 1.67
    • 6th August 2021
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  • Why It Matters?
  • How it Works:

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  1. RELEASE 1.64
  2. 4th May 2021

Duplicate and Draft Email Templates

PreviousChange Course Amount to pay for LeadNextTimestamp in lead chatbot history

Last updated 3 years ago

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Why It Matters?

Duplicate Email Templates -

  • Now the user can duplicate any existing template and after making changes the template can be reused.

  • As we have released the new email template editor i.e. Advance Editor, If you have created any template and want it duplicated then it is now possible !!!

  • This will save the users from creating the whole template again and just reusing the duplicate one.

Draft Email Templates -

  • Users can also save a template as draft and can later publish it. Draft templates will not be visible on the template list while sending Email.

  • This feature will help the user in saving the template earlier itself as draft and later on editing and then publishing the template for their purpose in future.

  • They can also save templates as as draft which are not currently in use and are to be used for future purposes.

How it Works:

There is an option on the template editor to save a template as Draft. Clicking on the save as draft option, validation will check for current validations, if valid it will save the template as draft.

Status of the template will get displayed as draft on the Email template list. Draft template can be published later. Draft templates would not be visible on the template list until they are not published.

The Copy/duplicate option will be available on email templates listing on a single template. Clicking on the option will open the same editor as of the template and show the content of the template, it will carry forward only the subject and the body of the main template. If there are attachments to existing templates they also should be carried forward. Based on the template user can create a new template by modifying the existing template content and also adding a name, once saved the new template will be created. If the user cancels the operation after moving to the new template screen the template will not be created.