Manage Email Templates
With these options, Service Providers can personalize communications with tenants and build value with customized branding and messaging.
Template variables can be used to personalize the Subject or Body of the message.
- Learn more:
Available Email Templates
To edit an email template:
- Click Manage Email Templates
- Select a category from the list
- Select a template from the category
- For User Notification emails:
- Select the version of the template that corresponds to one of the languages supported in this instance of the platform.
- Then click the folder icon to view that version
- Click [Edit], and modify the settings:
- Email Subject
- Subject of the email message
- Use Email Header & Footer
- Default is Yes; if enabled, displays the Service Header HTML and Service Footer HTML
- HTML Email Body
- HTML code is provided, which can be edited in place, or replaced (via cut-and-paste action from an HTML editor).
Manage Email Header/Footer Settings
- Email Header HTML
- Email Footer HTML
Use this option to specify the Email Header and Footer HTML code used in system-generated Email Notifications. Examples of typical system-generated email notifications are:
- Task status update/notifications
- Welcome email message sent to new users
- Appointment reminder email messages
The HTML code creates a template for system-generated messages, and can be used to brand your notification messages.
- Email Header HTML - appears at the top of system-generated email messages
- Email Footer HTML - appears at the bottom of system-generated email messages
Find cut-and-paste examples here:
Tenant
Manage Tenant Welcome Messages
- Tenant Self-Registration Welcome Email
- Tenant Registration by ISV Welcome Email
- Email Verification
User
Manage User Notification Related Emails
- User Welcome Email
- Used in messages sent when a user account is created, and provides a link to the Login page
- Reset Password Email
- Used in messages sent when the user password has been reset, and provides the user's password
- Forgot Password Link Email
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- Used in messages sent when the user clicks the Forgot my Password link, and provides a link to the Security Question
- Learn more: Login
- Forgot Reset Password Email
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- Used in messages sent after a user requests a password change, and provides a new, temporary password
- Also used when a new user/tenant is added via REST API - Add a User, and a password not specified when the user record is created
Status
Templates for Status Notification Emails
- Export Status Email
- Mass Operation Status Email
- Import Status Email
- Report Status Email
- Translation Export Status Email
Package
Templates for Package Notification Emails
- Package Approval Email
- Package Rejection Email
- Package Publish Email
- Package Deploy Notification Email
Storage Notifications
Set Up Templates for Storage Notifications
- 90% Storage Space Exhausted Status Email
- 100% Storage Space Exhausted Status Email