Difference between revisions of "Manage Email Templates"
From AgileApps Support Wiki
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With these options, [[Service Provider]]s can personalize communications with tenants and build value with customized branding and messaging. | |||
===Available Email Templates=== | ===Available Email Templates=== | ||
To edit an email template: | To edit an email template: | ||
#Click '''Manage Email Templates''' | #Click '''Manage Email Templates''' | ||
#Select a template from the list | #Select a template from the list | ||
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:;Tenant Registration by ISV/MSP Welcome Email: | :;Tenant Registration by ISV/MSP Welcome Email: | ||
:;Email Verification: | :;Email Verification: | ||
====User==== | ====User==== | ||
Revision as of 03:29, 22 July 2011
With these options, Service Providers can personalize communications with tenants and build value with customized branding and messaging.
Available Email Templates
To edit an email template:
- 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
- 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/MSP 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
-
- 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
- Appointment Reminder Email
Status
Templates for Status Notification Emails
- Export Status Email
- Mass Operation Status Email
- Import Status Email
- Report Status Email
- Translation Export Status Email
Campaign
Manage Campaigns Notification Related Emails
- Campaign Email
- Used in status notification messages regarding failed campaigns (rejected by marketing campaign email provider)
- Learn more: Marketing Campaign Email Configuration
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
Case
Manage Case Related Notification Emails
- New Suppport Case Notification Email
- Support Case Update Notification Email from Provider
- Support Case Update Notification Email from Customer
Other
Manage Other Notification Emails
- Ownership Change Mail
- Change ownership change email template