I believe the problem is a result of my edit. It went like this. 1. Created a copy of 3.1 Materials: Send (v1) in my fundraising email template list. 2. Renamed the copy. 3. Was not able to find a way to add the renamed template to my automation. 4. Deleted the original template and renamed the copy to reflect the same name as the original. 5. I am able to send the Renamed template my clicking "Send Email" but am not able to assign the Renamed template to my "Send Materials" action. END
There, you can select an email to assign to a task. In this case, I went into your account and selected the 3.1 email template (previously, there was no email template assigned for this task, because the email template was deleted. I went into your account and set the task to the only 3.1 email template visible to make sure no bug was occurring, and it saved fine for me).
Did you experience any bugs when setting this yourself? Hopefully the explanation helps
Excellent. It is working as you described. Thank you for fixing. I did experience bugs when setting it up initially. It was not allowing me to add a template that had a customized name. It could have been a function of timing. I was trying to do it right after the initial changes were made on my end.
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