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Kareo Help Center

Duplicate Message Template

Updated: 11/21/2019
Views: 509

Duplicate a message template to copy and modify it to meet your needs without having to create a new template from scratch. 

Available for Kareo Engage subscribers.

Access Message Template

  1. Click the envelope icon. The messaging summary window opens.
  2. Click See All Messages. The Message Center opens.
  3. Click Message Templates on the left menu. A list of current Message Templates opens.
  4. Click the drop-down arrow and select Duplicate. The New Message Template page opens.
MessageCenter_Template_Duplicate.png
  1. "Copy of" is added to the beginning of the Template Name. Make desired changes to the name of the template.
  2. Make desired changes to the Subject Line and Body.
  3. Click Save when finished. A green confirmation message displays and the new template displays in the Message Templates list. 
MessageCenter_Template_Duplicate_Save.png

 

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