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Difference between revisions of "Manage Email Templates"

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The ability to Manage Email Templates is a configuration option available to ISVs (via [[Service_Provider_Settings#Manage_Email_Templates|Service Provider Settings]]) and MSPs (via [[MSP_Settings#Manage_Email_Templates|MSP Settings]]). With these options, [[Service Provider]]s can personalize communications with tenants and build value with customized branding and messaging.  
With these options, [[Service Provider]]s 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:''
:* [[Template Variables in Service Provider Email Messages]]
:* [[Template Variables in Email Templates]]


===Available Email Templates===
===Available Email Templates===
The following templates are available in the platform, and are accessed from [[Service Provider Settings]] or [[MSP Settings]].


To edit an email template:
To edit an email template:
#Click '''Settings > Service Provider Settings''' -or- '''Settings > MSP Settings'''
#Click '''Manage Email Templates'''
#Click '''Manage Email Templates'''
#Select a template from the list
#Select a category from the list
#Click the [Edit] button, and complete the following information:
#Select a template from the category
#;Email Subject:Subject of the email message  
#For User Notification emails:
#;Use Email Header & Footer: Default is Yes; if enabled, displays the [[Service Header HTML]] and [[Service Footer HTML]]
#* Select the version of the template that corresponds to one of the languages supported in this instance of the platform.
#;HTML Email Body:HTML code is provided, which can be edited in place, or replaced (via cut-and-paste action from an HTML editor). Template variables can be used to personalize the Subject or Body of the message.
#* Then click the folder icon to view that version
#:''Learn more: [[Template Variables in Service Provider Email Messages]]'' and ''[[Template Variables in Email Templates]]''
# 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).


====Email Header/Footer====
====Email Header/Footer====
Manage Email Header/Footer Settings
Manage Email Header/Footer Settings
:;Email Header HTML:Change email header
:;Email Header HTML:
:;Email Footer HTML:Change email footer
:;Email Footer HTML:


{{:Email Header and Footer HTML}}
{{:Email Header and Footer HTML}}
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====Tenant====
====Tenant====
Manage Tenant Welcome Messages
Manage Tenant Welcome Messages
:;Tenant Self-Registration Welcome Email:Change tenant self-registration welcome email template
:;Tenant Self-Registration Welcome Email:  
:;Tenant Registration by ISV/MSP Welcome Email:Change welcome email template for tenant registration performed by the Service Provider
:;Tenant Registration by ISV Welcome Email:
:;Email Verification:Change Email Verification template
:;Email Verification:
 


====User====
====User====
Manage User Notification Related Emails
Manage User Notification Related Emails
:;User Welcome Email:Change user welcome email template; used in messages sent when a user account is created, and provides a link to the [[Login]] page
:;User Welcome Email:Used in messages sent when a user account is created, and provides a link to the [[Login]] page
:;Reset Password Email:Change user password reset email template; used in messages sent when the user password has been reset, and provides the user's password
:;Reset Password Email:Used in messages sent when the user password has been reset, and provides the user's password
:;Forgot Password Link Email:
:;Forgot Password Link Email:
::*Change forgot password link email template; used in messages sent when the user clicks the ''Forgot my Password'' link, and provides a link to the [[Security Question]]
::*Used in messages sent when the user clicks the ''Forgot my Password'' link, and provides a link to the [[Security Question]]
::*''Learn more: [[Login]]''
::*''Learn more: [[Login]]''
:;Forgot Reset Password Email:
:;Forgot Reset Password Email:
::*Change forgot reset password email template; used in messages sent after a user requests a password change, and provides a new, temporary password
::*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 [[User_Resource#Add_a_User_Record|REST API - Add a User]], and a password not specified when the user record is created
::*Also used when a new user/tenant is added via [[User_Resource#Add_a_User_Record|REST API - Add a User]], and a password not specified when the user record is created
====Task====
Manage Task Notification Related Emails
:;New/Edit Task Email:Change new/edit task email template
:;Task Completed Mail:Change task completed email template
:;Task Reminder Email:Change task reminder email template 
:;Project Task Reminder Email:Change project task reminder email template
:;Send Note Email:Change send note email template
====Appointment====
Manage Appointment Notification Related Emails
:;New/Edit Appointment Email:Change new/edit appointment email template
:;Appointment Reminder Email:Change appointment reminder email template


====Status====
====Status====
Manage (Import, Export, Mass Operation, Report) Status Notification Related Emails
Templates for Status Notification Emails
:;Export Status Email:Change export status email template
:;Export Status Email:
:;Mass Operation Status Email: Change mass operation status email template
:;Mass Operation Status Email:
:;Import Status Email: Change import status email template
:;Import Status Email:  
:;Report Status Email: Change report status email template
:;Report Status Email:
:;Translation Export Status Email:Change Translation export status email template
:;Translation Export Status Email:
====Campaign====
Manage Campaigns Notification Related Emails
:;Campaign Email:This template is used in status notification messages regarding failed campaigns (rejected by marketing campaign email provider)
:''Learn more: [[Service_Provider_Settings#Marketing_Campaign_Email_Configuration |Marketing Campaign Email Configuration]]
====Package====
====Package====
Manage Package Notification Emails
Templates for Package Notification Emails
:;Package Approval Email:Change package approval email template
:;Package Approval Email:
:;Package Rejection Email:Change package rejection email template
:;Package Rejection Email:
:;Package Publish Email:Change package publish email template
:;Package Publish Email:
:;Package Deploy Notification Email:Change package multi-tenant publish notification email
:;Package Deploy Notification Email:


====Storage Notifications====
====Storage Notifications====
Set Up Templates for Storage Notifications
Set Up Templates for Storage Notifications
:;90% Storage Space Exhausted Status Email:Setup 90% storage exhausted notification
:;90% Storage Space Exhausted Status Email:
:;100% Storage Space Exhausted Status Email:Setup 100% storage exhausted notification
:;100% Storage Space Exhausted Status Email:
 
====Case====
Manage Case Related Notification Emails
:;New Suppport Case Notification Email:Change new support case notification email template
:;Support Case Update Notification Email from Provider:Change support case update notification email template originated from service provider
:;Support Case Update Notification Email from Customer:Change support case update notification email template originated from customer
 
====Other====
Manage Other Notification Emails
:;Ownership Change Mail:Change ownership change email template

Latest revision as of 20:51, 27 August 2013

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:

  1. Click Manage Email Templates
  2. Select a category from the list
  3. Select a template from the category
  4. 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
  5. 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).

Email Header/Footer

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.

  1. Email Header HTML - appears at the top of system-generated email messages
  2. 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
  • 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
  • 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
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