Manage Email Templates
Settings > Service Provider Settings > Manage Email Templates
The ability to Manage Email Templates is a configuration option available to ISVs (via Service Provider Settings) and MSPs (via MSP Settings). With these options, Service Providers can personalize communications with tenants and build value with customized branding and messaging.
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:
- Click Settings > Service Provider Settings -or- Settings > MSP Settings
- Click Manage Email Templates
- Select a template from the list
- Click the [Edit] button, and complete the following information:
- 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). Template variables can be used to personalize the Subject or Body of the message.
- Learn more: Template Variables in Service Provider Email Messages and Template Variables in Email Templates
Manage Email Header/Footer Settings
- Email Header HTML
- Change email header
- Email Footer HTML
- Change email footer
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
- Change tenant self-registration welcome email template
- Tenant Registration by ISV/MSP Welcome Email
- Change welcome email template for tenant registration performed by the Service Provider
- Email Verification
- Change Email Verification template
User
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
- 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
- Forgot Password Link Email
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- 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
- Learn more: Login
- Forgot Reset Password Email
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- Change forgot reset password email template; 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
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
Manage (Import, Export, Mass Operation, Report) Status Notification Related Emails
- Export Status Email
- Change export status email template
- Mass Operation Status Email
- Change mass operation status email template
- Import Status Email
- Change import status email template
- Report Status Email
- Change report status email template
- Translation Export Status Email
- Change Translation export status email template
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: Marketing Campaign Email Configuration
Package
Manage Package Notification Emails
- Package Approval Email
- Change package approval email template
- Package Rejection Email
- Change package rejection email template
- Package Publish Email
- Change package publish email template
- Package Deploy Notification Email
- Change package multi-tenant publish notification email
Storage Notifications
Set Up Templates for Storage Notifications
- 90% Storage Space Exhausted Status Email
- Setup 90% storage exhausted notification
- 100% Storage Space Exhausted Status Email
- Setup 100% storage exhausted notification
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