Copying Email Templates

Duplicate an existing template and modify it for a different event, audience, or purpose. No need to start from scratch.

Why build something from scratch when you already have a template that is almost perfect? The Copy feature lets you duplicate an existing email template and then modify it for a different event, audience, or purpose.

How to copy an email template

Log into your Check-in Pax account in your web browser.
Go to Manage Templates → Emails.
Find the template you want to copy from your list of existing templates.
Click the Copy or Duplicate icon (two overlapping squares on the right).
A new template in draft mode will appear with a name like "Copy of [Original Template Name]."
Click on Edit of the copied template.
Change the Template Name to something descriptive (e.g., "2025 Conference Reminder").
Make any necessary changes to the sender details, subject line, or content.
Click Save Template.

Your copied template is now ready to use independently of the original.

What gets copied vs. what you need to update

Element	Copied?	Need to update?
Template Name	✅ Yes (as "Copy of...")	Yes – rename to avoid confusion
Sender Email Address	✅ Yes	Probably not – unless event requires different sender
Reply-to Email Address	✅ Yes	Probably not – unless replies go elsewhere
Sender Name	✅ Yes	Probably not
Subject Line	✅ Yes	Probably – event dates or details may differ
Email body content	✅ Yes	Probably – event-specific information
Guest placeholders	✅ Yes	No – placeholders work universally
QR code placeholder	✅ Yes	No – QR codes are generated per guest
Design and styling	✅ Yes	No – unless you want a new look

Example scenario

You have: A perfect confirmation email template called "Gala Dinner Confirmation"

You need: A reminder email one day before the event.

What you do:

Copy the "Gala Dinner Confirmation" template.
Rename the copy to "Reminder - See you tomorrow!"
Update any-specific details in the email if needed.
Save the new template.
Activate the template, click on Schedule and send it to all confirmed guests in your guest list.

Result: You saved time and kept a consistent brand look across all emails.

Important notes

Copying a template does not affect the original. You can edit the copy freely without changing the source template.
Your copied template will be in draft mode. To send it, you will need to activate it.
Copied templates start with no sending history, analytics, or scheduled sends. They are fresh templates ready for new campaigns.
You can copy templates across events. If you have a template saved in one event, you can copy it for use in another event.

Pro tips

Build a library of master templates. Create templates for common email types (Invitation, Confirmation, Reminder, Follow-up) and copy them whenever you start a new event.
Use descriptive names. "Conference Invitation – Formal" is better than "Template 3."
Delete old copies. If you copy a template and no longer need the original, archive and delete it to keep your template list clean.