Introduction

This article explains how you can edit / update / modify an email, SMS or App Message template.

Prerequisites

• You must be an Account Owner or an Account Admin to edit a template. 
• The template must be configured to be editable - templates provided with the system, for example, First Day Calling cannot be edited.

Instructions

To edit a template in Comms Hub:

1. Select Communications.
2. Select Templates.
3. Find the template that you want to change:
   
4. When you've located the template:
   
   1. Select  (the vertical ellipsis / three dots icon).
   2. Select Edit.
5. Make your changes:
   
6. Select Save. 

Outcome

The template is saved with the changes that you have made. A message confirming this is displayed:

Updated 11 July 2025 15:09