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

  1. From the navigation pane, go to Manage > Customization > Email templates.

    The Email Templates page appears.

  2. In the Name column, click the template name.

    The Edit template page appears.

  3. 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.

  4. Optional: To preview the email message, click Preview email.

  5. Optional: To send a test email message, click Send test email.

  6. Click Save Template.

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