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:

1. Click Settings > Service Provider Settings -or- Settings > MSP Settings
2. Click Manage Email Templates
3. Select a template from the list
4. 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

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:

• Email Header HTML Code Sample
• Email Footer HTML Code Sample

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

• 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

• 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