About Editing Stationery

Use the Edit a Stationery wizard to change the details of an existing, saved stationery or to set up a new stationery.

To use the Edit a Stationery wizard to work on an existing stationery design, click the name of that stationery in the Email > Stationery page.

To create a new stationery and immediately start the editing process, open the Email > Stationery page and click Create New Stationery. The wizard opens, ready to start editing the new stationery.

The Edit a Stationery wizard guides you through the process of completing the following required steps:

  • Stationery Properties
  • Stationery Rich Content
  • Stationery Text-Only Content
  • Stationery Summary

You can also create a new stationery by cloning an existing stationery. Cloning is especially useful when you want to duplicate most of the elements of the existing stationery. You can use cloning to work on the response emails or stationery associated with trigger events without disabling events.

Note:
  • To edit stationery that is currently associated with an enabled trigger event, it is a good practice to create a clone of the original stationery that requires changes, and then work on that clone. When the clone includes all the changes that you want, switch to the properly modified clone. This is an alternative to editing the original itself, which requires you to disable the associated trigger events. Disabling a trigger event can result in undesirable consequences.
  • You can minimize downtime by creating a clone of an original stationery that requires changes, and then working on that clone. This is an alternative to editing the original itself, which requires you to disable the associated trigger events. When the clone includes all the changes that you want to make to the original, you simply switch to the properly modified clone.
  • To switch the response email or the stationery associated with a response email, click the name of the trigger event in the Email > Trigger Events page to open the Manage a Trigger Event page. You can assign a different response email (if available) or select a different stationery to be used for the response email. Be sure to click Save immediately after making any changes.