Editing an Email Template
You can edit predefined email templates and user-created email templates. To make a copy of the email template before you edit it, see Cloning an Email Template.
Procedure
- From the navigation pane, go to Manage > Customization > Email templates.
The Email Templates page appears.
- In the Name column, click the template name.
The Edit template page appears.
- Edit the template:
- Name: The name of the template.
Each template must have a unique name.
- Description: An explanation which email message the template is used for.
- Company: The company the template is used for.
If your environment includes multiple companies, you can create different templates for each company.
- Email Type: The type of email message the template is used for. (This option is available when you add or clone a template.)
- Template locale: The language that is used in the email message.
Note: If you change the template locale, you must also click Restore Default under the Subject and Body to update the locale setting.
- Customized address fields: The email addresses to use.
To use the system values, leave the customized address fields blank.
- Subject: The subject of the email message.
To set the subject to the system default value, click Restore default.
- Body: The body of the email message.
- To add placeholders to the email body, click Token, and then click a placeholder.
For example, if you add $ADMINISTRATOR_NAME$, it is replaced by the name of the administrator when the email message is sent.
- To add predefined header and footer information to your email messages, add the $EMAIL_HEADER$ and $EMAIL_FOOTER$ tokens.
- To set the body to the system default value, click Restore default.
- To add placeholders to the email body, click Token, and then click a placeholder.
- Name: The name of the template.
- Optional: To preview the email message, click Preview email.
- Optional: To send a test email message, click Send test email.
- Click Save Template.
Last modified: 11/5/2019 7:30:44 PM